How Roll My Retirement Works
Three steps. One free service. One less thing to worry about.
Tell Us About Your Accounts
Fill out a short form or give us a call. Let us know where you've worked and what accounts you have — old 401(k)s, IRAs, whatever you've got.
Get Matched with a Local Advisor
We connect you with 1–3 independent financial professionals in your area who work on retirement account rollovers and consolidation.
Roll, Consolidate & Grow
Your advisor handles the paperwork, tracks down old accounts, and gets everything moved into a single account that actually works for your future.
We do the heavy lifting
- Track down old 401(k)s from past employers
- Identify your plan administrator (Fidelity, Empower, Voya, etc.)
- Match you with a local financial professional in your area
- Advisor handles rollover paperwork and coordination
- Help you understand your options before you commit to anything
- Available 7 days a week for any questions
Ready to get started?
Free matching, no obligation, response within 1 business day.
Common Questions
How much does this cost?
Our service is 100% free to you. Advisors in our network pay us a fee when we introduce them to someone. You never pay us anything.
How do you decide which advisors to work with?
Advisors apply to join and tell us their licenses, registrations, metro, and rollover experience. We confirm they are currently registered to do business and that rollovers are part of their practice. We do not evaluate, rate, or endorse the advice they give. You can review any professional on FINRA BrokerCheck or SEC IAPD.
How quickly will I hear back?
After you submit your information, we match you with 1–3 advisors within one business day. The advisors will reach out directly to schedule a short introductory call.
Do I have to commit to anything?
Absolutely not. The match is free and the initial calls are no-obligation. You choose the advisor you like — or none of them. We are here to make the process easier, not to pressure you.
What if I have multiple old 401(k)s?
This is exactly what we help with. We can track down old accounts from past employers, even if the company no longer exists. Tell us where you've worked and we'll do the research.