Where can I find recommendations for my 401k?

If your 401k is held with a former employer, you will find our recommendations assuming that you will roll it into a Rollover IRA.

For active 401k plans, we offer a self-guided tool with some basic guidelines that will help you build a diversified plan in your 401k.


Click into your Retirement dashboard


If you scroll down, you should see a box titled "How to improve" which will take you to your recommendations.


"View Personalized Advice" for your 401k


Pick a complexity level you feel comfortable with to view your personalized recommendations