All orders are delivered via email and qualify for Free Shipping.

What do I have to do?

  1. Choose the 401k-Checkup™ that best serves your needs.
  2. Proceed to Checkout.
  3. Complete your Checkout.

When should I expect to receive my purchase?

All 401k-Checkup requests are processed in real-time and are typically processed and delivered in about a minute. Your 401k-Checkup will be delivered to both the browser you are using and to the email address you provide. Please note that each 401k-Checkup requires at least two investments have as many years of data as the time period you are requesting (i.e., 5 year 401k-Checkup requests require at least two of the investments you have chosen have at least 5 years of published data).
If you have questions or problems with your 401k-Checkup, please email to or call 949-975-0058.