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.