Review My Plan
Want to take a fresh look at your 401(k)?
Send me what you have and I’ll take a look.
An actual human review, with as much detail as I can provide. View a sample report here.
You can upload your fund lineup, fee disclosure, participant fee notice, service agreement, provider proposal, benchmarking report, or other plan documents. I’ll review them and give you a straightforward second opinion on how the plan stacks up.
I’ll look at things like:
- Investment fees and fund quality
- Target-date funds
- Recordkeeping and advisory fees
- Service providers
- Fiduciary structure
- Investment overlap or unnecessary complexity
- Anything that looks unusually expensive, weak, or worth a closer look
No sales pitch.
You do not have to schedule a meeting or sit through a presentation.
I’ll review what you send and tell you what I see. If you want to talk through the results afterward, we can do that on your terms.
Not sure what to send?
Start with whatever you have.
A recent fee disclosure, investment lineup, participant notice, provider proposal, or plan statement is usually enough for me to get started. If I need something else, I’ll let you know.
Please remove participant information before uploading documents.
Do not submit Social Security numbers, dates of birth, home addresses, personal email addresses, account numbers, individual participant balances, payroll records, beneficiary information, or other personally identifiable or sensitive participant information.
Plan-level information is generally all I need for an initial review.
Ready?
Submit your plan documents below and I’ll take a look.
What I actually do
Cut through the noise. I help small business owners avoid overpriced, underdelivered 401(k) plans. No fluff, no pushy salespeople—just straight answers and smarter plan design.
