Roll Over Your 401(k) — Step by Step, by Provider
Every 401(k) recordkeeper has different forms, timelines, and rules. Find yours below for an exact playbook — and let us match you with an advisor who's done it hundreds of times.
Get Matched with an Advisor FreeSelect your 401(k) recordkeeper
Don't know your recordkeeper? Check your most recent 401(k) statement or contact your old employer's HR department.
Fidelity Investments
401(k), 403(b), Roth 401(k), IRA
Empower Retirement
401(k), 403(b), 457, Roth 401(k)
Vanguard
401(k), Roth 401(k), IRA, 403(b)
Principal Financial Group
401(k), 403(b), SIMPLE IRA, SEP IRA
Voya Financial
401(k), 403(b), 457, Roth 401(k)
Charles Schwab
401(k), Roth 401(k), IRA, SEP IRA
TIAA
403(b), 401(a), 457(b), IRA
T. Rowe Price
401(k), Roth 401(k), IRA, 403(b)
ADP Retirement Services
401(k), Roth 401(k), SIMPLE 401(k)
John Hancock
401(k), Roth 401(k), 403(b)
Transamerica
401(k), 403(b), Roth 401(k)
Merrill
401(k), Roth 401(k), ESOP-related plans
Paychex
401(k), Roth 401(k), SIMPLE IRA (employer-sponsored)
Alight
401(k), Roth 401(k), pension-related accounts
Ascensus
401(k), 403(b), Roth 401(k)
Not sure where to start?
Tell us where you worked and we'll find your old accounts, identify the right rollover path, and match you with a local advisor who handles the paperwork. No charge, ever.
Let's Find Your Old 401(k)s