Sample 401(k) Report

There are (3) main sections to the 401(k) Report that customers receive from 401k Alliance. Your report will be emailed as a PDF to the email address that you provide during the order process. On average, you will receive your 401(k) Report within 3-5 business days.

Part 1: 401(k) Investment Recommendations
Part 2: Fund Class Breakdown
Part 3: Risk Assessment

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Associates of 401k Alliance, LLC offer securities through First Allied Securities, Inc., a Registered Broker/Dealer. Member: FINRA/SIPC. 401k Alliance, LLC and First Allied Securities are affiliated.
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