We help job-changers protect what they’ve already earned
401kTransition started with a simple observation: millions of Americans change jobs every year, and most of them leave their old 401(k) sitting in a former employer’s plan. Unmanaged, quietly charged fees, and eventually forgotten.
Our mission is to make sure that doesn’t happen to you. We educate job-changers on their options in plain English, then connect them with independent, licensed transition specialists who handle the rollover process from start to finish.
One niche, done right
We focus exclusively on people in job transition. That moment, right after you leave an employer, is when your old 401(k) is easiest to fix, and easiest to forget.
A few specialists we know well
We introduce you to one of a few licensed specialists we work with directly. Each one helps people decide what to do with a 401(k) from a previous job.
Free for you, always
Our guidance costs you nothing. The independent specialists we work with are compensated through standard advisory arrangements, never through fees we charge you.
What we are, and what we’re not
401kTransition is an educational resource and connector. We are not a financial advisor, and we don’t manage money. The specialists in our network are independent, licensed professionals (investment adviser representatives or licensed insurance agents) who work through their own firms. Any advisory or insurance relationship is between you and them.
Recently changed jobs?
Answer a few quick questions, then pick a time that works for you.
See Your Rollover Options