Smart 401k. Investing made simple.
Our Retirement Plan Program helps 401k participants and plan sponsors avoid the common temptation to pick "winning" stocks or rely on a fund manager's past performance to provide future returns.
Our low-cost passively indexed portfolios coupled with ongoing participant education helps employees navigate crucial investment decisions.
We act as an Independent Investment Manager as defined by ERISA section 3(38) and specifically accepts its official fiduciary status and discretion- in writing. Under this delegation, our firm invests and manages the plan assets as the prudent investment expert on behalf of the plan sponsor.
Advisors utilizing our Smart 401k portfolios also have access to an array of tools and resources.
Efficient Advisors is a registered investment adviser. Information presented is for informational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.