Smart 401(k)

Smart401k is a web-based investment adviser providing unbiased advice to help employees invest with confidence in their employer sponsored retirement plans. Individuals receive personalized investment recommendations based on the funds in their plan. Our advisor support staff is also available to answer investment related questions. A national service based in Overland Park, KS, Smart 401k can be found at www.smart401k.com.

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Guest

Scott Revare
Founder and Chairman, Smart401k
Scott Revare is Co-founder and CEO of two companies dedicated to the Employer Sponsored Retirement Plans Industry. The Center for Fiduciary Management (CFFM) provides retirement plan monitoring tools for Advisors and Smart401k provides participant advice services to Plan Sponsors. CFFM's flagship service, Fiduciary Investment Reporting Manager (FiRM), is designed to provide assistance from policy creation to the monitoring process, including investment policy development, criteria definition, plan monitoring and the replacement of funds. Smart401k, provides cost effective advice for company retirement plan participants through managed portfolio or advice services via the web, phone or email. It also provides access to an advisor center, staffed by registered advisors. Prior to founding Smart401k and CFFM, Scott was a Partner with Accenture, a Management Consulting Firm, where he helped lead the US Finance and Human Performance Practices in the Telecom Industry. Scott is a Registered Investment Advisor located in Overland Park, Kansas.


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