Employer

Every employee deserves personalized, professional investment advice for their Employee Retirement Plan… and yet they’re not getting it.

ReviewMy401k.com can give your employees the personalized advice that Plan Administrators don’t have the time to give.


WE PROVIDE A CUSTOM, DIVERSIFIED ASSET ALLOCATION TO EVERY EMPLOYEE, USING THE MUTUAL FUNDS IN YOUR COMPANY’S PLAN.


Our services save your employees from the worry and frustration of figuring out how to invest. We provide:
  • Professional research and analysis performed by a Registered Investment Advisor
  • A custom, diversified Investment Recommendation personalized to the employee
  • We pick the "Best of the Best" mutual funds available in your company’s plan
  • Quarterly Investment Reviews and Updates to show how their funds are performing
  • We watch their mutual funds, along with market conditions, making changes to their plan. when necessary
  • A personal, secure account at ReviewMy401k.com for every employee
Some of the important services ReviewMy401k.com can provide your corporation:
  • Plan review
  • Fiduciary liability review
  • 404(c) compliant
  • Written Investment Policy Statement
  • QDIA-Qualified Default Investment Alternative
ReviewMy401k.com provides Fiduciary Liability Protection – As ReviewMy401k.com provides investment advice and guidance to participants who subscribe to our service, the company or plan sponsor benefits from fiduciary liability protection for those participants using the service, as per ERISA and PPA guidelines.