Retirement Plan Trustees,. Executives and HR Professionals. See how your 401(k) Plan measures up! Sign up for a 401(k) Smart check. Please answer: what is 2 3? Get the latest news for plan sponsors when you subscribe to our virtual magazine. Subscribe. 5800 stanford ranch road, building 800, rocklin, california 95765.
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Smart Investor — | retiresmarter.cc Reviews
https://retiresmarter.cc
Retirement Plan Trustees,. Executives and HR Professionals. See how your 401(k) Plan measures up! Sign up for a 401(k) Smart check. Please answer: what is 2 3? Get the latest news for plan sponsors when you subscribe to our virtual magazine. Subscribe. 5800 stanford ranch road, building 800, rocklin, california 95765.
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For Plan Participants
http://retiresmarter.cc/for-plan-participants
We provide ongoing education and resources to help your plan participants prepare for their retirement. Samples of some of the materials we provide to plan participants are included below. Summary Guide to Participant Performance (404(a)(5) Disclosure). Mutual Fund Fact Sheets. Mutual Funds Held by the Smart Investor Model Portfolios:. Dimensional Emerging Markets Core (DFCEX). Dimensional Emerging Markets Value (DFEVX). Dimensional US Targeted Value (DFFVX). Dimensional 2 Year Global Fixed Income (DFGFX).
About Us
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Smart Investor is a unique wealth management firm based in Rocklin, California. We are an independent, fee-based Registered Investment Advisor serving entrepreneurs, small business owners, and retirement plan sponsors and participants. To learn more about our firm and how we work, visit www.smart-investor.cc. Smart Investor has been certified by CEFEX (the Centre for Fiduciary Excellence), an independent organization that certifies firms that conform to the industry’s best fiduciary practices.
How do You Measure Up As a Fiduciary?
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How do You Measure Up As a Fiduciary? 5800 stanford ranch road, building 800, rocklin, california 95765.
401(K) Solutions
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You want to reward your employees for all their hard work and help them prepare for a successful retirement. But does your current retirement plan offering really help you do that? At Smart Investor, we provide 401(k) solutions that will help you offer the robust benefits that your employees want. We also work with you to make sure that you are meeting your fiduciary responsibility. Our team draws on our extensive experience to design a 401(k) plan that meets your unique needs. The 401(K) Smart Check.
For Plan Sponsors
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A key value that Smart Investor provides retirement plan sponsor clients is a process through which they can delegate and shift many of their responsibilities to us. Retirement plan sponsors face what can be daunting challenges in their efforts to comply with the complex regulations of retirement plans. They need to feel confident in the service providers they engage so they can receive information in a timely manner and feel assured that the fees they are paying are not excessive. Mutual Fund Fact Sheets.
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Smart Investor - Services for Our Corporate Clients | Smart Investor
http://www.smart-investor.cc/what-we-do/our-corporate-clients.html
For Our Private Clients. For Our Retirement Plans. How We Do It. Why We Are Unique. For Our Private Clients. For Our Retirement Plans. Services for Our Corporate Clients. An important focus for Smart Investor is the way that we help our corporate and institutional retirement plan sponsors manage their responsibilities to their plan participants. For more information on our retirement plan services, click the following link to visit our RetireSmarter website. Http:/ www.retiresmarter.cc/. You want, when.
Smart Investor - Wealth Management Firm, Greater Sacramento
http://www.smart-investor.cc/index.php
For Our Private Clients. For Our Retirement Plans. How We Do It. Why We Are Unique. Subscribe to Smart Retirement. Download This Free White Paper On What You Need To Know About Your. Get the latest retirement planning news when you subscribe to our free virtual magazine. Life in a Box. Allan Henriques in a recent meeting with Nobel Laureate in Economics, Robert Merton. Smart Investor is a different kind of wealth advisor. There are three concepts. Allan Henriques tells his personal story. Smart Investor ...
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Welcome ~ Innes, MacIntyre & Associates ~ Life Planning & Pre-Retirement Specialists www.retiresmart.ca
Innes MacIntyre and Associates (IMA) is a consulting firm specializing in the design, coordination and delivery of Life Planning and Pre-Retirement Seminars. Planning to retire is both exciting and daunting! That is why we offer a unique seminar package that will help individuals make informed decisions about their future. We work with our clients to design both financial and lifestyle planning modules that meet their employees’ or members’ specific needs and/or interests to ensure that t...For more info...
Before You Get a Reverse Mortgage !!!!! 24 Mistakes You Can't Afford to Make
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Services offered and Fees. An Exercise in Retirement Savings. Entrepreneurship and the New Retiree. Finding the Right IRA to Fit Your Needs. Key Factors in Retirement Planning. Claiming the Medical Expenses Tax Deduction. Coping with the Kiddie Tax Expansion. Deducting Driving Expenses: Standard Mileage Rates. Do You Owe Estimated Taxes? Welcome to RETIRESMART CONSULTING, LLC. How did you hear about us? To prevent Spam to our Inbox, please answer the following question:. What is 8 5.
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Retirement Plan Trustees,. Executives and HR Professionals. See how your 401(k) Plan measures up! Sign up for a 401(k) Smart check. Please answer: what is 2 3? Get the latest news for plan sponsors when you subscribe to our virtual magazine. Subscribe. 5800 stanford ranch road, building 800, rocklin, california 95765.
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How Big is Your Retirement Shortfall?
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This article is sponsored by SmartMoney. Survey Reveals Baby Boomers’ Biggest Fear and it’s not dying! Baby Boomers thinking about their retirement are worried about finances, and most believe they’ll need to work longer than planned or will never be able to retire, a new survey finds. []. 10 Common Financial Planning Mistakes. 10 Tips to Successful Estate Planning. Developing an Estate Plan is the key to maintaining your legacy for your family (and to avoid taxes! Anyone places it going payday loan debt...
MassMutual: Your Future Moves
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