Plan Ratings & Rollover
Plan Investment Choice Ratings Plan Rollover Helper

MyPlanIQ Plan Comparison & Rollover Assistance

Use MyPlanIQ Plan Compare (or visit your plan pages and find the plans' scores) to compare multiple plans. The comparison tool compares plans' investment choices qualities and it shows detailed plans' model portfolios comparison. You can also use Portfolio Comparison tool to compare various portfolios and funds.

Compare Plans

Brokerage ETF/Mutual Fund Plans for IRAs or Taxable Accounts :

Which brokerage ETFs/Mutual Fund IRA or taxable plans are best

401K, 403B, 457 Plans :

For your (or your family) multiple retirement plan accounts, see which ones are better.

Variable Annuities or Variable Life Insurance Plans :

Examine the investment choices of variable annuities or VULs suggested by your brokers.

529 College Savings Plans :

See which state has the best 529 investment choices.

RolloverIQ compares two plans and their model portfolios to help you decide whether it is a good idea to rollover from one plan to another.

Read RolloverIQ Video for more details.

Use RolloverIQ to decide

From 401K to 401K:

whether a 401k plan in your old work place is worth to keep or it's better to rollover to the new 401k plan.

From 401k to IRA rollover:

whether a 401k plan in your old work place is worth to keep or it's better to rollover to a brokerage IRA plan .

Brokerage IRA rollover:

whether it's better to rollover an existing IRA account to another brokerage IRA account .

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Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

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