Workplace Retirement Plan Review
So you have a retirement plan at work, probably a 401k, 403b, or 457b plan. Great! But how are you supposed to know which investments to choose?
You will fill out a brief questionnaire about your risk profile and any current investments. We meet to review the investment options available in your employer's plan and determine which are the best fit for you. Meetings typically last 30 min.
Questions? Want to talk first?
Please reach out to us at firstdollarsaved@gmail.com or use the Contact form. We can't wait to hear from you!
Our Process
01
Questionnaire
Initiate the process by filling out the online questionnaire. Or you can always email firstdollarsaved@gmail.com to get started.
02
Agreement and Payment
Once we receive your information from the questionnaire, we will email you the agreement for your review. Please sign and return the agreement.
You will then make your payment ($100) via a link sent to your email.
Need to cancel? No problem – just make sure you cancel within 5 days of signing the agreement for a full refund.
03
Email Documentation
Submit any supporting documentation that may be needed to create your plans. For example, send the latest statement from your employer's retirement plan and a copy of your investment options (make sure the fees/expense ratios are visible). If you have other investment accounts already set up, send your latest statements. We will work with you to ensure we have everything we need.
04
Your session!
Once we receive all of your documentation and information, we’ll email you to arrange your session. Join the virtual meeting at the time we set up together by email. We’ll send you the meeting link.