Your employer plan is one of the most influential vehicles for retirement planning. Let 401(k) Optimizer® take the guesswork of what to invest in for your 401(k), 403(b), or 457 employer plan. Fill out the form at the bottom of the page to request a complimentary promo code for six (6) months of 401(k) Optimizer access. Once you have your promo code, start your registration by clicking on the green button below.
Sometimes, it's hard to fight through all of the news, announcements, offers, and advertisements. It's part of our mantra to fight through some of that noise for you. We take great pride in offering the most innovative and progressive investment tools to our clients, and the 401(k) Optimizer is no exception.
This tool helps your retirement savings to work more efficiently, analyzing the exact investment options you have available to you in your current employer plan. From there, 401(k) Optimizer uses benchmark market trends and data to notify you of portfolio reallocation recommendations.
We are thrilled to be able to offer six (6) complimentary months of 401(k) Optimizer access. We only ask that you let us know about your experience and the value this tool brings to you.
Shoutout to Our Healthcare Professionals
We ♥ our healthcare workers.
You take care of others all the time. Health is wealth, but your and your loved ones' futures are just as precious and important to look ahead to.
401(k) Optimizer is an investment tool that works to take care of YOU when it comes to how you invest in your own financial future through your 401(k), 403(b), or 457.
For the hardworking healthcare professional, your time is limited and valuable. Why not try this 6-month, no-obligation tool? Give it a try and see if it helps you. Simple as that.
Let 401(k) Optimizer Work Harder For You
With our immediate families, friends, kids, health, and careers fluctuating in priority, time seems to fly by when it comes to catching up on everything else.
Instead of spending that little sliver of spare time hunched over your laptop, searching for investment products and performances -- let 401(k) Optimizer do the grunt work for you.
You'll receive an email when recommendations are ready, just like that. Instead of online investment forums or trendy articles, turn to a data-based, quantitative tool.
For the 'On-The-Go" Professional
You've hit your 40's and life has been flying by. Blink and you're married, have kids signed up for too many extracurricular activities, and you and your spouse are running past each other on your way to work. Sound familiar?
If so, and you are currently participating in an employer plan, 401(k) Optimizer may be a great resource designed to help your retirement money work harder for you. It's not a sleep-deprived dream, we promise! Start your 6-month complimentary trial of 401(k) Optimizer, a quantitative tool that sends custom allocation recommendations for your employer plan.
Fill out the form at the bottom of the page to request your promo code today.
When requesting a promo code for your 6-month trial of 401(k) Optimizer, we kindly ask that you notify us if you are no longer utilizing the platform. Since we have a limited number of promo codes available, we strive to provide this opportunity to investors who are actively searching for guidance on current employer plan allocation recommendations. Inactive 401(k) Optimizer accounts may have their trial period terminated after a 30-day courtesy notice.
3 Easy Steps to Register
Take this risk tolerance questionnaire to determine how much risk you are comfortable with, factoring in your financial goals and investment timeline.
Just five (5) multiple choice questions to answer and you're on your way. Talk about quick and efficient.
SIGN UP TODAY
Link your financial institution to the 401k Optimizer® for an easier way to verify current recommendations and to track account performance.
Not to worry: 401(k) Optimizer® does not store your login credentials to your financial institution. No one will have the ability to login to your retirement account, including your financial professional and his/her staff.
Receive an email notification within two (2) business days of signing up for the 401(k) Optimizer®️. This will indicate that your custom allocations are ready.
If you agree with the data-based recommendations, simply log in to your financial institution and make the changes. You have 100% control over whether or not to reallocate.
VIEW SDBA INFO