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:
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.