You're only 3 steps away from taking control of your 401(k)


STEP 1 SIGN UP

  • Click on the "SUBSCRIBE" tab
  • Choose Credit Card Payment Type or Corporate Code
  • If you choose Credit Card Payment Type:
    • Create a personal account with your own email address and password
    • Fill out the requested contact and credit card information and agree to the Investment
    • Advisory Service Agreement
  • If you choose Corporate Code:
    • Fill out the requested contact information, agree to the Investment Advisory Service Agreement
    • Create a personal account with your own email address and password


STEP 2 TAKE THE RISK ASSESSMENT QUESTIONNAIRE

  • Take the Risk Assessment Questionnaire - seven easy-to-answer questions
  • The questionnaire helps us assess what type of investor you are so we can develop a recommendation that's personalized just for you


STEP 3 SEND US THE MUTUAL FUNDS IN YOUR PLAN

  • Provide us with a copy of the mutual fund choices in your employee retirement plan. We'll need:
    • A complete list of the mutual funds available in your plan
    • How you're currently invested, if you're already in a plan
  • You'll find this on your last monthly or quarterly statement or on your plan administrators website
  • Submit the information to ReviewMy401k.com by fax, email, mail or web submission form


WITHIN A FEW DAYS YOU'LL RECEIVE AN E-MAIL ALERT THAT YOUR INVESTMENT RECOMMENDATION AND IMPLEMENTATION PLAN IS READY.