CNBC, December 2010

Watch the CNBC Squawk on the Street interview with Scott Holsopple as he outlines questions retirement plan investors should ask themselves as they ring in the New Year. Watch here>>

Wall Street Journal: Voices, December 2010

Scott Holsopple expresses his opinion on the need to engage participants in the retirement planning process. Read The Wall Street Journal: Voices article here>>

The Aspen Business Journal, December 2010

Scott Holsopple explains what investors need to know about Qualified Default Investment Alternatives (QDIAs) in their retirement plans. Read the article>>

SmartMoney.com, December 13, 2010

Scott Holsopple, Smart401k CEO, was quoted in Sarah Morgan's SmartMoney article, New Worries for 401(k) Investors, encouraging investors to stay actively involved in their work retirement plan. Read the article>>

FOX Business, December 2, 2010

Scott Holsopple, Smart401k president and CEO was interviewed on FoxBusiness.com LIVE discussing tips to keep retirement planning efforts on track. Watch the interview here>>

Good Day Philadelphia, December 1, 2010

Scott Holsopple, president and CEO, was interviewed on the Fox morning show Good Day Philadelphia about the biggest mistakes investors make in retirement planning and easy-to-follow ways to avoid these mistakes. Watch the interview.

Bankrate.com, November 30, 2010

Scott Holsopple, Smart401k president and CEO, was inteviewed by Jennie L. Phipps of Bankrate.com for the article Get your 401(k) ready for 2011. Among the tips Scott recommends for all retirement plan investors - make sure to have a strategy to reach retirement goals. Read more tips in the article.

401khelpcenter.com, November 1, 2010

401khelpcenter.com announced the inclusion of Smart401k in the CFDD in-plan participant advice research project. Read more about the analysis>>

MoneyRates, October 25, 2010

Scott Holsopple, Smart401k president and CEO, is a guest contributor for the MoneyRates series on retirement planning. Read his article, Who wants to be a millionaire--in retirement? Saving in your 20s and 30s, here>>>

MoneyRates, October 18, 2010

Scott Holsopple, Smart401k president and CEO, will be a featured guest contributor to the MoneyRates series, 10 steps to a comfortable retirement. In celebration of National Save for Retirement Week MoneyRates invited ten financial professionals to discuss various retirement savings topics. Learn more here>>

CFDD 2010 Conference

Scott Revare, Smart401k co-founder and chairman, will speak as part of a panel at the Center for Due Diligence 2010 conference in Chicago on Thursday, October 7. The session, Participant Advice Solutions: What's Working, What's Coming & How Will It Be Delivered? is scheduled for 4:30 Central in the International Ballroom.

Kiplinger, September 2010

Smart401k is mentioned in the October 2010 Kiplinger's Personal Finance Magazine feature article, "Fix Your 401(k)." Read the entire article explaining how to take advantage of the 401(k) feature offered by employers and how maximize the experience with some simple changes.

Smart401k Releases Continuing Education Webinar, August 2010

Smart401k released a new continuing education webinar in August aimed at 401(k) and defined contribution plan advisers. The course provides an overview of participant investment advice options with consideration for pending legislation and how it may affect current arrangements, as well as an explanation of fiduciary oversight requirements for plan sponsors under each model. Read the article.

Western Benefits Conference

Scott Holsopple, Smart401k president and CEO, will speak at the Western Benefits Conference in Los Angeles, CA on Sunday, July 18 along with Thomas Hoecker, partner, Snell and Wilmer L.L.P. The session, "Participant Advice: What is Permitted?" will outline where we have been, where we are today and where we expect to go with participant advice regulations. Find out more about the conference.

Smart401k Releases New Education Center and Asset Allocation Tool, July 2010

Smart401k – an online, independent, retirement investment advice service – released two new tools to help investors with retirement planning: the Smart401k Retirement Education Center and the asset allocation tool. Read more here.

The Motley Fool, June 10, 2010

Scott Holsopple, CEO Smart401k, offers investors an overview of the most common investing mistakes, along with tips on how to get the help needed to avoid "throwing out your retirement funds." Read the article here.

Scott Holsopple Named Smart401k CEO, May 13, 2010

Scott Revare of Smart401k announced Scott Holsopple will assume the position of chief executive officer immediately. Revare co-founded Smart401k, along with Adam Bold of the nationally syndicated radio show “The Mutual Fund Show,” in 2003. Revare is moving from the position of CEO to chairman.

“We started this company to fill a need in the marketplace. Many retirement plan investors did not become investors by choice, but by accident. There was a need to provide professional investment advice at a reasonable cost to these individuals. We still share this goal,” Revare stated. Read more.

News Release, May 5, 2010

Smart401k focuses May communication on women and investing. Throughout the month Smart401k will emphasize the importance of creating a personal finance and retirement savings strategy. Three individual female investors in various stages of personal finance will share their stories of saving for retirement, what they've learned and how others can use the information to their benefit. Read more.

401kWire.com, May 7, 2010

Scott Holsopple, president Smart401k, was quoted in the 401kWire article, "For Participant Advice, Advisors Can't Be All Things to All People. " Holsopple participated in the fi360 National Conference on a panel discussing separating the roles of participant level advice and plan sponsor level advice. "How are you going to prudently select and monitor yourself? What benchmarks are you going to set for success? And, if you don't meet those benchmarks, how are you going to fire yourself?" Holsopple asked in response to plan-level advisors offering participant-level advice.

While the conflict could be managed if the plan sponsor took an active role monitoring the advice provider, Jason Roberts of Reish and Reicher, also on the panel, cautions, "There's no prohibition on it but there's ways you can run afoul." The panel concluded that allowing firms offering participant-level only advice to partner with plan advisers would be of benefit.

CFDD exhibitor interview

Scott Revare, CEO Smart401k, talks about the need for accessible, easy-to-use advice for retirement accounts. Scott will participate in a panel discussion during the Center for Due Diligence (CFDD) Advisor Conference in October 2010. Listen to the interview.

fi360 conference panel discussion

Scott Holsopple, Smart401k president, will participate in a panel discussion at the fi360 conference in Orlando, Florida, on Friday, May 7. The discussion will center around 401(k) participant advice with the latest regulatory and legislative overview on this subject. Visit fi360 for more information about this conference.

Plansponsor.com, March 22, 2010

Smart401k releases new retirement planning tool, Retirement Outlook. Read the news release here.

Fund Action, March 15, 2010

Scott Revare, CEO Smart401k, was asked by Fund Action to provide his perspective on measuring funds based on historical performance. He states fund performance is only one factor to consider. "In general, we do think some fund managers are better than others, and with close monitoring, utilizing the right actively managed funds can be an advantage for a participant," he goes on to say, "there are more important factors to consider for participants like maximizing their savings rate, and matching an asset allocation to the risk level appropriate to them.

Fiduciary News, February 17, 2010

Scott Holsopple was quoted in Chris Carosa's article, Annuities the Next 401k SNAFU? Advisers Offer 6 Reasons Why, about the government's inquiries into including annuities as an option in 401(k) plans. According to Holsopple, unless annuity products are simplified this addition could add to the confusion about 401(k) plans. Read more.

January 2010, Kiplinger

Scott Holsopple, Smart401k president, is quoted in the February 2010 Kiplinger’s magazine feature article, "5 Steps to Retire When You Want" written by Senior Editor Mary Beth Franklin. Scott explains, using the market downturn as an opportunity to evaluate your current situation and plan changes to benefit your long-term goals can be a benefit to your overall financial strategy.

Kiplinger, January 2010

Smart401k is mentioned in the Kiplinger article "Retirement iPlan" as a solution to "retool your investments." Mary Beth Franklin, Senior Editor, outlines tips and helpful tools in the creation of a personal retirement plan and lists Smart401k as a more personalized advice solution.
Read the article.