How it Works

Take control of your Employment Retirement Plan - let ReviewMy401k.com be your 401k plan advisor (403b and 457b).

STEP 1 - TAKE THE RISK ASSESSMENT QUESTIONNAIRE


  • The first step in getting started is to take the Risk Assessment Questionnaire
  • We’ll ask you questions like ‘When would you like to retire?’ and ‘What is your risk tolerance?’
  • Your answers tell us what type of investor you are,, and helps us to develop a recommendation that’s customized for you

STEP 2 - PROVIDE US WITH THE MUTUAL FUND CHOICES IN YOUR PLAN


  • We work with the mutual fund choices that are in your employee retirement plan
  • You’ll provide us with two things:
          • A complete list of the mutual funds in your plan
          • How you’re currently invested, if you’re already in a plan
            *the information can be found on your statement or on your plan provider’s website.
  • Submit the information by fax, mail or complete the web submission form
  • Within a few days you’ll receive an e-mail alert that your Investment Recommendation is ready at your account at ReviewMy401k.com.

STEP 3 - WE DEVELOP YOUR PERSONALIZED INVESTMENT RECOMMENDATION


  • We develop a specific investment strategy that meets your goals and objectives
  • We combine our expertise with cutting edge technology, made available to professionals only, through Morningstar ® a leading provider of independent investment research and data.
  • Your personalized Investment Recommendation will include:
        • The appropriate Asset Allocation
        • Fund Diversification
        • The ‘Best of the Best’ funds that are right for you

STEP 4 - IMPLEMENT YOUR INVESTMENT RECOMMENDATION WITH YOUR PLAN PROVIDER


  • Contact your retirement plan provider right away to implement your Investment Recommendation
  • An easy- to – follow implementation plan will specify:
        • Which funds to invest in
        • The correct percentages

WE STAY FOCUSED ON YOUR INVESTMENT GOALS


  • We continue to update and review your investment with professional services that include:
  • Quarterly, mid-year and year-end reviews and updates
  • Monitoring market shifts that could indicate allocation and/or fund changes
  • ’Rebalancing’ recommendations to ensure your financial goals continue to be met
  • Quarterly market commentary
  • Automatic subscription to the ReviewMy401k.com Newsletter

Plus…A yearly re-evaluation of your plan

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