Terms of Service

By using 401ktransition.com, you agree to these terms. If you do not agree, please do not use the site.

401kTransition provides general educational information about retirement account rollovers and connects job-changers with independent, licensed transition specialists.

We are not a financial advisor, broker-dealer, tax preparer, or law firm. Content on this site is educational only.

Using this site or contacting us does not create an advisory, fiduciary, or client relationship. Any advisory relationship is formed directly between you and the independent specialist you choose to engage, under their own agreements and disclosures.

We work to keep content accurate and current, but tax laws, plan rules, and regulations change. We make no guarantee that information on this site is complete or applicable to your situation. Always verify with a qualified professional.

To the fullest extent permitted by law, we are not liable for decisions made based on information on this site, or for the services provided by independent third-party specialists.

We may update these terms at any time. Continued use of the site after changes means you accept the updated terms. Questions: contact@401ktransition.com.