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FOR IMMEDIATE RELEASE | February 16, 2011

Contact: Allan Henriques
Phone: 916-435-2100
Fax: 916-435-2160
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

THE BEST-RATED SACRAMENTO RETIREMENT PLANS

 

Rocklin, CA — How does a company develop a strong 401(k) plan? On March 8, a panel presentation on the best-rated retirement plans in Sacramento will help local retirement plan sponsors understand what makes a highly rated retirement plan and what they can do to improve their own plan’s rating.

By attending “Breakfast with Benefits: Best-Rated Sacramento Retirement Plans,” audience members will learn how other plan sponsors in the Sacramento area have developed highly rated retirement plans. They’ll also discover how a 401(k) plan can have a strong rating, regardless of plan size, in addition to learning about public domain information available to retirement plan participants and how to use that information to enhance retirement plans. Panelists will also discuss how plan sponsors can use BrightScope’s quantitative ratings of 401(k) plans to improve their company’s retirement plan.

Mike Alfred, CEO of BrightScope, will provide an overview of the BrightScope rating system, which is receiving national recognition. Featured panelists will be Roger M. Gilbert, MD, of Radiological Associates of Sacramento; Julie Reppas of the California Association of Hospitals and Health Systems; and Carl Borden of the California Farm Bureau Federation.

“Breakfast with Benefits: Best-Rated Sacramento Retirement Plans” will be held Tuesday, March 8, 2011, from 7:30 to 9:30 a.m. at the Sutter Club, 1220 Ninth Street, in downtown Sacramento. Smart Investor, a Rocklin-based wealth management firm, is sponsoring the event in partnership with Brown, Fink, Boyce & Astle, Chang, Ruthenberg & Long, and Leadership One.

To register for this free event, go to www.marchbreakfastwithbenefits.eventbrite.com or call 916-435-2100.

Smart Investor is a unique wealth management firm based in Rocklin, California.  Smart Investor is an independent, fee-only registered investment advisor serving entrepreneurs, small business owners, and retirement plan sponsors and participants. For additional information on Smart Investor, please contact Allan Henriques at 916-435-2100 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it , or visit smartinvestor.cc.

Who We Are

Smart Investor is a unique wealth management firm based in Rocklin, California.  We are an independent, fee-only registered investment advisor serving entrepreneurs, small business owners, and retirement plan sponsors and participants. More

How We Define "Wealth"

For our clients, ‘wealth’ is about more than money.  It is your ability to do what you want, when you want and how you want.  Our responsibility is to help you get there. 

What We Do

We listen, rather than talk.  We gain a thorough understanding of your future needs, concerns, opportunities and goals that have a financial implication.  We then use our experience and our team to design a unique investment or financial planning strategy that reflects your personal situation. More

Why We Are Unique

Everything that we do is in alignment with the best interests of our clients, including the fee-only approach to how we charge for our services.  We define ‘what we do’ in terms of meeting our client’s needs.  We define ‘how we do this’ in terms of leading-edge investment and financial planning strategies.  We are your key trusted advisor. More