investment plan ratings: for the first time, retirement plan (401K, 403b etc.) participants can find their plans' investment related information including how well the fund choices are and how diversified assets they cover. For IRAs and taxable investments, MyPlanIQ pioneers in providing ETF/mutual fund plans tailored to brokerages too (for IRA and taxable).

Optimize your 401K/403B etc. with effective asset allocation strategies. MyPlanIQ provides free monthly emails for buy and hold strategies tailored to your 401K plan that maximizes diversification and selects the best performing funds based on a momentum approach. These strategies have been used by wealth managers and hedge funds and well researched in academics. Recently, Barron's published an article on MyPlanIQ's asset allocation strategies.

Easy to understand, holistic solutions: Many 401K etc. plans don't have enough diversification to optimize returns --- use your IRA to offset this by investing in the areas not supported by your 401K plan. MyPlanIQ will shortly be announcing a revolutionary capability to build a holistic portfolio from multiple plans (multiple 401K /IRA's).

Retirement Investing education with emphasis on process and consistency: we provide regular updates on retirement plan reviews and their ratings, simple but diversified asset allocation portfolios education, major asset reviews, ETFs and mutual funds in asset allocation and financial planning education.