401k-Checkups™ Help Your Asset Allocation Decisions
| AdvisorShares ETF | Almost Family 401k | Blackstone Audio 401k | Costco 401k |
| Google 401k | In-N-Out Burger 401k | Lowe's 401k | Oakley 401k |
| Ohio National ONcore TDA Contracts | Ohio National Retirement Plan Solutions | Raymond James 401k | SCInc 401k |
| Toyota 401k | Waste Management 401k | Western Digital Corporation 401k | Case Western Reserve University |
| Edwards Life Science 401k | Mesa Water District Savings Plan | United Parcel Service | |
Each 401k-Checkup™ is an easy to use, asset allocation tool to help you address important questions about your 401k or other type of retirement plan:
- Which investment(s) added to or detracted most to my overall returns?
- Which of my assets had the greatest or least price volatility?
- How diverse were my assets?
- How would different allocations have affected my portfolio’s performance?
401k-Checkups™ do not predict the future, they re-shuffle the past by doing a stochastic modeling analysis of your specific portfolio. Now you can enjoy the benefits of advanced simulation modeling to examine a broad range of asset allocation possibilities to help with your decision making. 401k-Checkups™ are a tool to help you gain asset allocation insight and identify the strengths and weaknesses in your current 401k. Each report is an easy to understand tool with valuable information.
 | Color-Coded Report in a Familiar Format | Risk-Reward comparison with easy to understand numbers and picture. | Quickly determine if you would have been able to Do Better with a different allocation. |
| Asset Allocation Comparison | -Your CURRENT allocation. -Maximum Return allocation. -Balanced(risk-reward) allocation. | Confirm your design is performing as you intended -OR- Identify different allocation options for you to consider. |
| Individual Asset Performance | Each investment holding is shown to identify how it helps or hurts your overall portfolio return and risk. | Easily identify investments to consider for receiving more or less of your savings. |
| Choose between a 401k-Checkup or an Advanced Scan | 401k-Checkup examines one time period. Advanced Scan examines three time periods. | See how your investments behave differently over time for the most comprehensive analysis of your 401k plan. |
401k plans are very often the most valuable asset for an individual or a family besides a home. Unlike home-ownership where you are literally in and around your investment everyday, 401k plans often go unattended for long stretches of time. 401k-Checkups give you a simple and effective way to evaluate the health of your 401k plan.
Stochastic modeling can help you determine the likelihood that your 401k portfolio will provide the performance you want! The bottom line is IF your retirement portfolio could have done better had you spread your money differently across your existing investments, wouldn’t you want to know what those asset allocation were?
Now you can enjoy the benefits of advanced simulation modeling to examine a broad range of possible allocations to help with your decision making. 401k-Checkups™ give you the advantage of portfolio simulations to gain insight and identify the strengths and weaknesses of your current 401k.
* Find your company link above or below and click!
– A page will open and with All YOUR Plans options filled in!
– Input YOUR portfolio/401k allocation (in percentages or actual amounts) for each investment you hold.
– Choose the Checkup/Scan you’d like and add to the cart.
– Submit and Checkout!
* If you don’t see your company…Simply click Set Up Our Plan or Get a daily session.
AdvisorShares ETF Almost Family 401k Blackstone Audio 401k Costco 401k
Google 401k
In-N-Out Burger 401k Lowe's 401k Oakley 401k
Ohio National ONcore TDA Contracts Ohio National Retirement Plan Solutions Raymond James 401k SCInc 401k
Toyota 401k Waste Management 401k Western Digital Corporation 401k Case Western Reserve University
Edwards Life Science 401k Mesa Water District Savings Plan United Parcel Service