What does this service cost?

Nothing. Advisors in our network pay us a fee when we introduce them to someone — you never pay us. Because we are paid for introductions, we do not rate or recommend one advisor over another.

What does “rolling over” an IRA or 401(k) mean?

Rolling over means moving money from one retirement account to another without creating a taxable distribution. For example, you can move an old workplace 401(k) into an IRA or another eligible retirement plan.

How do I access my old 401(k)s?

Start by telling us where you have worked. Your matched professional can help identify plan administrators, gather account details, and guide you through each step of the rollover process.

Will I owe taxes or penalties when I do a rollover?

A properly completed direct rollover generally does not create current taxes or penalties because the money moves directly between eligible retirement accounts. Individual circumstances vary, so review the transaction with a qualified professional.

How do you decide who to introduce me to?

We match on location, account type, and the focus areas an advisor tells us about. Advisors are independent and responsible for their own advice, and we do not rate or endorse them. We recommend checking any professional on FINRA BrokerCheck before you engage.

Can I talk to a real person if I need help?

Yes. You can reach the team by phone or email, and your advisor introduction is handled by real people who can answer questions along the way.

Retirement Account Rollovers — 24/7 Dedicated Support

Your wealth. Your way.

Changing jobs or have old 401(k)s with previous employers? We help you take control of your retirement funds by connecting you with independent financial professionals in your area.

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No cost, no commitment. Advisors pay us for the introduction — not you.

About

No more forgotten money

No more retirement savings sitting in old accounts. We help you find it and understand the options for moving it into an account built for what comes next.

Based in Dallas, we're a mission-driven team focused on helping people take control of their retirement future through clear information and thoughtful introductions.

More about RMR

Zero cost to you.We're funded by the advisors in our network—each of whom passes a careful review before an introduction.

Our process

Three steps to financial clarity

We do the heavy lifting so you can focus on understanding your options and making the right call for your future.

Get Matched with a Local Rollover Pro

We introduce you to an independent financial professional in your area. They help identify old 401(k)s and give you a clear picture of where you stand.

Understand Your Options, Step by Step

Your pro gathers the right information and explains how to move money from old accounts in plain English, so you feel confident rather than confused.

Meet and Evaluate Your Local Advisors

We connect you with 1–3 local advisors through short live calls. You choose who feels like the right fit. It is your money and your decision.

Your advisor match is based on your location, goals, and account type.

Our network

Local advisors, nationwide reach

We match you based on your location, account type, and what you tell us you need. Every professional in our network is independent and solely responsible for the advice and services they provide.

Before you engage anyone, we encourage you to review their record on FINRA BrokerCheck and the SEC's adviser database.

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Built around your situation