We manage your 401k rollover for you
We’ll guide you through 3 easy steps. Start your rollover in minutes.
As seen in
1. LOCATE YOUR 401K
Tell us where your 401k is
If you know which institution manages your existing 401k, then tell us where it is. If you don’t know, that’s fine — just tell us the company you worked for and we’ll find your 401k for you! Most of the time we can do this immediately using our existing database. If not, our experts will track it down.
2. choose account
Pick a rollover IRA
We help transfer your 401k assets into a new IRA (individual retirement account). We’ll ask you a few questions so we can highlight IRA options, and we help you compare their fees, investments and other key features. Once you’ve picked an IRA, we help you open that account online. If you already have an IRA and want to use it, that’s fine too – just let us know.
3. we do the rest
We get in touch with your 401k provider to handle the rest
We’ll communicate with your old 401k provider to make sure your account is transferred correctly, and we’ll help with any of the administrative work required. We keep you updated regularly and our experts are available to chat at any time. That’s it!
Not sure where your old 401k is? We can help with that.
Don’t lose track of your money. We’ll help you choose a new retirement account, and handle the paperwork, for free.