401k-Checkup ™ Refund & Return Policy

All 401k-Checkup™ sales are final.

Your 401k-Checkup™ will exclude those investment components that do not have the necessary 3 year data histories to run simulations and comparisons. Newer stocks, funds or ETF’s can not be simulated without minimum 3 years of published historical data. Our expanding data base currently covers 38,000 investments.