401(k) ROLLOVER CONCIERGE

We Handle Your 401(k) Rollover, Start to Finish

Old 401(k)s are easy to lose track of and tedious to move. Our concierge team does the legwork so your retirement savings end up in one place, with no paperwork maze and no hold music.

  1. Locate your 401(k)
    We track down accounts from former employers, even if the company changed names or plans.
  2. Coordinate with recordkeepers
    We work directly with the plan's recordkeeper so you don't have to make the calls.
  3. Open the right IRA
    We set up the IRA your rollover needs, so your money has a home before it moves.
  4. Facilitate the rollover
    We handle the forms and transfer instructions to move your balance into your IRA.
  5. Resolve issues along the way
    Missing forms, delays or stalled transfers: we follow up until the rollover is complete.
Get started

Tell us a little about yourself. We'll begin by locating your accounts with our search partner, Beagle, then reach out about next steps.

Your Information
Help Us Find Your 401(k)

Plan providers match accounts using your home address, date of birth and Social Security number. Your SSN is optional, but searches without it often miss accounts.

Why we ask for your Social Security number: retirement plan providers index accounts by SSN. Searches without it often miss accounts, so providing it significantly increases the chance we find everything you're owed.

PortfolioLab never stores your SSN. It is encrypted in transit and passed directly to Beagle, our 401(k) search partner, who uses it only to locate your accounts.
This form is encrypted (HTTPS). Your Social Security number is never stored by PortfolioLab and is used only to locate your accounts.