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.

Investment Advisor, December 2009

In his bylined article, Walking the Fiduciary Line on Retirement, Scott Revare discusses the risk that advisors to 401(k) plans face if they also provide advice to plan participants. Increasing regulatory pressures may result in the requirement that retirement plans and their participants have separate advisors, acting as separate fiduciaries. One solution for broker/dealers and advisors who work with plan sponsors is to provide participant advice through the use of remote RIAs. Read the article.

Forbes.com, Nov. 2, 2009

Backing Up the Brokers

Brokers who sell retirement savings plans will soon need to meet stricter fiduciary standards for providing information to plan participants. Scott Revare looks at how registered representatives and their broker/dealers will be able to accomplish this Read more.