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>>>
Monday, October 25, 2010
Friday, October 22, 2010
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>>
Monday, October 4, 2010
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.
Wednesday, September 8, 2010
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.
Wednesday, August 25, 2010
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.
Labels:
continuing education,
fiduciary oversight,
PPA,
Smart401k
Friday, July 16, 2010
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.
Tuesday, July 13, 2010
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.
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