About us

“No matter how much you invest or how much you have in your Employee Retirement Plan, everyone deserves affordable, professional financial advice and guidance. As an Investment Advisor I realized that most people were not getting the professional advice and guidance they deserved. That’s why I started ReviewMy401k.com.”

ReviewMy401k.com provides individuals with an affordable, personalized, diversified Investment Recommendation for their Employee Retirement Plan. As a Registered Investment Advisor we work with every type of plan (401k, 403b, 457b and TSP) using only the Mutual Funds available in the plan.

Individuals who take advantage of our service receive four essentials for successful investing:

  • A Risk Assessment Questionnaire identifying their investor type
  • A personalized, professional Investment Recommendation
  • Quarterly reviews and updates to show how the funds are performing
  • Monitoring market conditions and the mutual funds, so changes can be made when necessary

    • As an independent Third Party Advisor, our advice is unbiased and free from conflict of interest.

    Our sole focus is on Employee Retirement Plans. To us they’re more than just funds and categories, they’re your future and we treat it that way.

    Corporate Services

    ReviewMy401k.com provides employees with the personalized advice and guidance that plan advisors don’t have time to give. When offering our service we acknowledge our fiduciary status in writing, with respect to the provision of advice, as per ERISA and PPA Guidelines. In addition, ReviewMy401k.com can perform a formal plan review, which may possibly save your company and its employees money. Other services include: Fiduciary liability review; 404 (c) Compliancy; Written Investment Policy Statement; QDIA- Qualified Default Investment Alternative.

    Advisor Affiliate Program

    Our Advisor Affiliate Program provides services to Investment Advisors. We help Plan Advisors by dealing directly with company employees. We give Advisors in Private Practice more time to focus on acquiring new clients and service existing clients, by providing management services for their clients’ Employee Retirement Plan. When offering our service we acknowledge our fiduciary status in writing, with respect to the provision of advice, as per ERISA and PPA Guidelines.


    Thomas G. Chipain, CRPS ®
    Investment Advisor
    President and Founder of ReviewMy401k.com LLC
     
    ReviewMy401k.com. LLC is a Registered Investment Advisor

    P.O. Box 14142

    Bradenton, FL. 34280

    Fiduciary Statement and Code of Ethics
    ADV Part II Advisory Statement