The Three Guiding Principles

How do you make your employee retirement plan decisions?

A. I copy what my friends are doing
B. I follow the advice of the most vocal TV pundit
C. I leave my retirement plan unattended for years on end

At ReviewMy401k.com we base our recommendations on Three Guiding Principles:

1. Professional evaluation …your financial needs and objectives are assessed by a Registered Investment Advisor.

Answers to questions such as, how comfortable you are with risk, your stage of life and how close you are to retirement are evaluated and factored into every investment recommendation. We make sure we know what type of investor you are . And because we know that life changes often and quickly, we offer a professional yearly re-evaluation – AT NO EXTRA CHARGE.

2 - Personalized recommendation…we dig deep, researching mutual funds in your company’s plan.

We want to know critical information, such as:

  • Who is the fund manager
  • How long they have been managing the fund
  • The fund track record and expenses

With this data in hand, we develop a specific strategy for the correct asset allocation and fund diversification, that’s right for you.

3. Unbiased attention… We’re not motivated by how much you invest or how much you have in your plan…to us everybody’s retirement money is vitally important.

We continue to update and review your investment with professional services. See the list of professional Services and Benefits we provide when you subscribe to ReviewMy401k.com

Start giving your employee retirement plan the attention it deserves subscribe now