Plan Ratings & Rollover
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MyPlanIQ Plan Investment Choice Ratings

PlanRatingIQ rates quality of investment choices provided in retirement plans such as IRA, 401K, 403B, 457, variable annuities, variable universal life and college savings 529 plans.

Unlike other services, PlanRatingIQ looks at it from the participant's viewpoint – what returns they could achieve with the plan. Returns is what investors/participants care about. Good returns are derived from minimizing the various fees charged and ensuring high quality investment choices.

Read PlanRatingIQ article for more details.

PlanRatingIQ Top 20 Plans

Plan Name TAA 5Yr Return SAA 5Yr Return Overall Rating

PlanRatingIQ Bottom 20 Plans

Plan Name TAA 5Yr Return SAA 5Yr Return Overall Rating

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