Retirement Plans FAQs
Find your Frequently Asked Questions (FAQs) in the following categories
- General Retirement Plan FAQs
- 401(k) Plan FAQs
- 403(b) Plan FAQs
- 457(b) Plan FAQs
- Roth 401(k) FAQs
- Traditional IRA FAQs
- Roth IRA FAQs
- SEP IRA FAQs
- Simple IRA FAQs
- Self-Directed IRA FAQs
- Solo (Individual) 401(k) FAQs
- Keogh FAQs
- Defined Benefit (DB) Plan FAQs
- Cash Balance Plan FAQs
- Miscellaneous Retirement Plan Related FAQs
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …
Browse retirement plans
- Most comprehensive retirement plan database
- Find plan contact
- Find plan match, contribution & vesting policies
- Get plan investment options and model portfolios
Example plan model portfolios
- Custom model portfolios for 401(k) plans
- Diversified asset allocation portfolios
- Tactical portfolios to avoid large loss
- Monitor and track performance
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High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …