How it Works
Take control of your Employment Retirement Plan - 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
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