The 401k Report Card that can do more for your retirement account than 10 years of savings.
You wouldn’t buy a car without some kind of criteria or checklist…
There are lots of things you want to avoid when shopping for a car.
So, you make a list of questions to ask, or you search online with the criteria you’ve determined are appropriate for your purchase.
You GRADE your car options.
This helps you avoid a $30,000-$70,000 mistake!
…But your 401k/403b will be worth four or five cars at retirement.
There are also things to avoid inside your retirement account.
BIG STAKES things. And, most of them “sound” good…at first.
That’s why you need a list of questions and criteria that points you to the options that work best for you AND proves what won’t work.
You should GRADE your retirement account options.
This helps you avoid a $100,000-$300,000 mistake!
5 Questions you MUST ask!
401k Report Card
Ask the TEST QUESTIONS
Write down their answers
Had a better sense of how much retirement income is being created
Better understood the investments available in the 401k plan
An investment professional showed them how to invest in the 401k
The Guardian Small Plan 401(k) RetireWell Study 2.0 (2015)