PlanCheck

Most people have no idea how their 401k is invested. Let's fix that.

Supports 401K, IRA, 403B, and more

Tell us a little about yourself and we'll show you exactly how to allocate your retirement account.

Your current age

Age you want to retire

Step 2 of 4

Upload your investment options

Find the fund menu from your 401k or IRA — it usually comes from your HR portal or plan provider.

Take a photo or upload a file PDF, JPG, or PNG supported

or

Step 2 of 4 — manual entry

Enter your fund tickers

Type in the ticker symbols from your plan. You can find these on your fund menu or HR portal.

Step 3 of 4 — confirm funds

Here's what we found

We looked up these funds and categorized them. Confirm before we generate your recommendation.

Your personalized plan

Here's how to invest your account

By checking this box, I acknowledge that I have read and understand the PlanCheck Disclosure & Terms of Use, and that the recommendations provided are general in nature and for educational purposes only.

Almost done

Where should we send your plan?

We'll email you a summary of your recommended allocation so you can reference it anytime.

Your email address

We'll only use your email to send this recommendation. No spam, ever.

Plan sent!