The Banker's Desk

401k Question Builder

Answer eight quick questions about your plan and your work history. You get the exact questions to ask HR or your plan provider, a checklist for old plans you may have left behind, and what to bring to a licensed advisor.

Step 6 of the Banker's View: Amplify Investments

Your plan, as you know it today Example

Nothing here is judged. A banker just needs to know what you know and what you do not.

Education only. This tool writes questions, not recommendations. Take the answers to a licensed advisor before you move anything.

Your statement, read the banker's way

The gray bars are the parts of your statement you have not read yet. The margin is what a banker would pencil in.

Retirement Plan StatementEmployer plan
Statement period

Account summary

Ask HR or your plan provider

Read these word for word. Write the answers down.

    Old plans checklist

    Money left at a past employer is still your money. Find it and write it down.

      Bring to a licensed advisor

      What to have in hand, and what to ask them before you ask about your money.