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How to get a new allocation plan created

We will add your company's 401K plans to the plans we model. We will also create new allocation plans that are not 401K based. Here are the guidelines:
  • If you are submitting a security list for a 401K plan, you must provide the full unaltered list of securities available to all plan participants. You cannot add to or remove from the list of securities in the plan.
  • If you are submitting a security list for a non-401K based allocation plan, the plan must be of general and broad use. Examples:
    • List of securities that trade for free with your broker.
    • List of securities published in a book or article, that are of general interest.
    • Other similar lists that have broad interest.
We WILL NOT create personalized plans. That is the realm of financial advisors, and we are not a financial advisor. We only offer broad, non-personalized service.

If you have a request that meets the above criteria, please submit a list of ticker symbols. If we decide your request is appropriate for a range of users, we will create a new allocation plan based on the symbols you submit. 

For 401K plan submissions you must include the text: "I verify that to the best of my knowledge this is the complete and unaltered security list for this 401K plan."

Make your submission via email or message via one of our social sites; see our About Us page for contact information.
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