How it Works

Take control of your Employment Retirement Plan and get investment help - let ReviewMy401k.com be your 401k plan advisor (403b, 457b, or TSP).

STEP 1 - TAKE THE RISK ASSESSMENT QUESTIONNAIRE

Your answers tell us what type of investor you are and help us to develop a personalized recommendation

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

Provide us with a complete list of the mutual funds in your plan and how you’re currently invested, if you’re already in a plan.

STEP 3 - WE DEVELOP YOUR PERSONALIZED INVESTMENT RECOMMENDATION

A Registered Investment Advisor will develop a recommendation that includes the correct Asset Allocation, Fund Diversification and ‘Best of the Best’ funds for you.

STEP 4 - IMPLEMENT YOUR INVESTMENT RECOMMENDATION WITH YOUR PLAN PROVIDER

An easy- to – follow implementation plan will specify which funds to invest in and the correct percentages.

WE STAY FOCUSED ON YOUR INVESTMENT GOALS

ReviewMy401k.com professional services include:

Quarterly, mid-year and year-end reviews and updates
Monitoring market shifts for allocation and/or fund changes
’Rebalancing’ recommendations to keep you aligned with your goals
Quarterly Market Commentary
Automatic subscription to ReviewMy401k.com Newsletter

Plus…A yearly re-evaluation - free of charge
Start NOW to receive affordable, professional investment advice Subscribe To ReviewMy401k.com

Learn more detail on How it Works