401(k) Analytics
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Investment Advice or Education....Which is Being Provided

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 FAQ
Who is 401(k) Analytics, LLC?
A firm, headquartered in Charlotte, NC, dedicated to assisting retirement plan advisors on the sales and service of retirement plans and plan sponsors in evaluating and managing their 401(k) plan.

What is the Diagnostic System?
The 401k Diagnostic System is an end-to-end process, which helps to provide confidence and comfort that a 401(k) plan is serving employees needs and a companies objectives.

How does the Diagnostic System work?
It starts with the Diagnostic Profile. A questionnaire consisting of 9 questions which help the companies decision makers to determine whether they want to go on to the next step - receiving a Diagnostic Report™ (Plan Benchmark). You can download a Diagnostic Profile here on our web site.

What do the points mean on the Diagnostic Profile?
The point system is meant to quantify various aspects of a retirement plan. The lower the score, the more opportunities there are for plan improvement.

How do I receive a Diagnostic Report™?
Complete the Diagnostic Report Fact Finder™ and fax to 401(k) Analytics. LLC. The fax number is included on the Fact Finder.

How do I pay for the Diagnostic Report™?
Please e mail us at info@401kanalytics.com and we will review pricing and payment method.
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