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Welcome to 401kHelp.com
EDITOR'S NOTE: These 401(k) plans are no longer being updated at FundAdvice.com for external use. The Merriman Research Team continues to provide 401(k) plan guidance for our clients. If you are interested in meeting with a Merriman advisor, please click here. We will continue to display these plans through the end of June, at which time they will be removed from the site and the largest plans will be moved over to Merriman.com.
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401(k) Help Explanation
The 401kHelp section of FundAdvice.com is intended to help you
understand your retirement plan investment options, and show you the
best way to allocate your portfolio based on your own risk tolerance and
investment goals.
401(k) plans may not offer mutual funds representing all
the asset classes we think are appropriate. When selecting mutual
funds from a 401(k) plan, we emphasize the lower cost mutual funds
within the favored asset classes or their closest substitutes and then increase the weighting of the chosen funds to compensate for asset
classes not represented in the plan.
Why we do this
Merriman is a Registered Investment Advisor with over $1.5 billion
assets under management, and many of our clients are employed by
companies listed at 401kHelp. We’re often asked to review 401(k) plans
to recommend asset allocations with the best investment options offered.
Are you uncertain where your 401(k) plan is?
If you are having difficulty contacting the employer that sponsored a
plan in which you participated, you can contact the Employee Benefits
Security Administration at 202-693-8630, or at http://www.dol.gov/ebsa/aboutebsa/main.html
We are not affiliated with any 401(k) plan, employer, or plan
administrator. 401kHelp.com cannot assist participants in obtaining
benefits. Individual account information is available to plan
participants through the plan sponsor or the plan administrator. We
cannot obtain this information on your behalf.
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Plans Reviewed:
Google
Home Depot
IBM
Lockheed Martin
Microsoft
Nordstrom
Starbucks
Target
TIAA-CREF
Verizon
Wells Fargo |
DISCLAIMER:
This information is provided by Merriman, LLC, a registered investment advisor, and is believed to be from reliable sources, but no guarantee is made as to accuracy or completeness thereof. The investment securities and strategies discussed are not suitable for all investors. Recommendations are of a general nature, not based on knowledge of any individual's specific needs or circumstances, and there is no intent to provide individual investment advisory, supervisory or management services. Unless otherwise noted, all reported or projected results (1) assume reinvestment of interest and dividends; (2) are net of any applicable management fees and transaction costs; and (3) do not reflect any effect of taxes. Past returns, whether actual or hypothetical, are not indicative of future results, which will be different from those of the past.
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