The 401k Report Card that can do more for your retirement account than 10 years of savings.

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You wouldn’t buy a car without some kind of criteria or checklist…

Fire. Flood. Serious accident. Lemon.

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!

Announcing the
401k Report Card

Give yourself what you need to succeed with confidence. A smart selection tool, 401k Report Card will empower you to avoid big disappointments and ultimately find the right fit for your needs.



Avoid a “flunkie”. This list will help you identify which investments can help you and which ones cannot.

Write down their answers

Have your pen and paper handy. Don’t be thrown by “jargon” or “Broker-ese”. You are after specific information, and you need to remember it for later. (We are not grading on a curve here…)

Shop around

Your success is not dictated by what they CANNOT do for you. Ask someone else the same Test Questions until you are satisfied.
Polled Participants Would Contribute More If…
When asked how likely they would be to increase the proportion of their income they contribute to their 401k, these were the top responses, by percentage of respondents:


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) 

Don’t hire a flunkie. Hire the best.

Live Rich and Retire Richer