401(k) Answer finds your optimal asset allocation

Congratulations on participating in your company's 401(k) program. This is a great step towards planning for your retirement. But enrolling is just the first step - you need to choose your fund asset allocation.

Put another way, you need to decide which of the available funds you should put your money in. This can be a frustrating decision, especially since your retirement money depends on your decisions! But don't worry - we're here to help you determine the best funds to put your money into, based on your investment objectives and your investment risk tolerance.

We will start by asking you nine simple questions. This will enable us to determine the best type of portfolio for your needs.

Then we will determine the funds that are available to you in your 401(k) plan. Once we have this information, we will tell you the optimal allocation for your 401(k) funds based on your survey response

This survey is free, and there is no obligation to you.