Easy Sign Up Process

Step 1:
Sign Up

Sign up online at www.401koptimizer.com. Enter your information in the secure form and upload your company sponsored retirement plan fund choices.

Step 2: Create your investor profile

Our risk tolerance questionnaire is designed to analyze your investment objectives and experience, measure your reaction to market volatility, and determine your time horizon. After you complete the risk tolerance questionnaire, the system thoroughly analyzes the choices in your employer's retirement plan. Once the evaluation is complete, the system then offers personalized recommendations tailored to your personal risk tolerance level.

Step 3: Receive an email with your customized recommendations

Login to your account and view your recommendations. The system tells you which specific funds to choose in your employer's plan, how much to invest in each fund, and when to rebalance your account.

Bonus!

Relax and rest at ease knowing that you've chosen the 401(k) Optimizer® to monitor your investments and provide you with continuous stoploss asset protection through the HCM-Buyline®.