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.

Screen_Shot_2015-10-02_at_7.14.02_AM_.png

Click into your Retirement dashboard

Screen_Shot_2015-10-02_at_7.19.28_AM_.png

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

Screen_Shot_2015-10-02_at_7.21.09_AM_.png

"View Personalized Advice" for your 401k

Screen_Shot_2015-10-13_at_6.16.08_AM.png

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