FREE 401(k) ROLLOVER CONCIERGE

Your Old 401(k).
Our Team Handles the Details.

Rolling over an old 401(k) shouldn't mean hours of phone calls, confusing paperwork, and chasing down retirement plan administrators.

PortfolioLab makes the process easier. Our complimentary 401(k) Rollover Concierge helps coordinate the process from beginning to end — locating your retirement account, communicating with recordkeepers, establishing an IRA when appropriate, facilitating the rollover, and helping resolve issues along the way.

One point of contact. Personalized assistance. Less time spent navigating the process yourself.

Start Free Concierge Schedule a Rollover Review
Start with a simple intake form or schedule a conversation with PortfolioLab. We'll help determine the next steps.
How Our 401(k) Rollover Concierge Works
From finding your account to completing the transfer, we're here to help coordinate each step.
1
Tell Us About Your Old 401(k)
Complete our short intake form or schedule a conversation. Share your former employer, retirement plan information, and anything you remember about the account. Don't have all the details? That's okay.
2
We Help Locate the Account
If you've lost track of your retirement account, we help identify the appropriate plan administrator or recordkeeper. We can also assist with determining the information needed to regain access and verify your account.
3
Review Your Rollover Options
We help you evaluate the available choices for your retirement savings, including keeping assets in an existing plan, transferring to another employer plan, or rolling eligible assets into an IRA. If an IRA is appropriate, we'll assist with establishing the account.
4
We Coordinate the Rollover
With your authorization, we help communicate with the recordkeeper, coordinate required forms and instructions, facilitate the transfer process, and address questions or complications that arise along the way.
5
Follow Through and Put Your Money to Work
We help track the rollover through completion and confirm the funds arrive at the intended destination. Once completed, you can explore investment options and optional professional portfolio management with PortfolioLab.

Retirement Account Transfers, Without the Runaround.

Whether your old employer has changed recordkeepers, you've misplaced account information, or you simply don't want to manage the rollover process alone, PortfolioLab can help.

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Account Location Assistance

Help finding old retirement accounts and identifying the right contacts.

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Recordkeeper Coordination

Assistance navigating plan administrators, representatives, and transfer requirements.

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IRA Establishment

Help opening the appropriate IRA when a rollover is selected.

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Transfer Follow-Through

Assistance with rollover instructions, paperwork, tracking, and issue resolution.

Frequently Asked Questions

Is the 401(k) Rollover Concierge really free?

PortfolioLab offers complimentary assistance with the rollover coordination process. There is no charge for the concierge service itself. If you choose professional investment management, separate advisory fees may apply and will be disclosed before enrollment. Your retirement plan or IRA provider may also impose its own fees.

What if I don't know where my old 401(k) is?

That's one reason our concierge service exists. We can help identify your former employer's retirement plan, current administrator, and recordkeeper, and assist with the steps needed to locate your account.

Do I have to roll my 401(k) into an IRA?

No. A rollover is not always the best choice. Depending on your circumstances and plan rules, you may be able to leave assets in your current plan, move them to a new employer's plan, or roll eligible assets into an IRA. We'll help you review the available options, including costs and important differences, before making a decision.

Will PortfolioLab handle the paperwork?

We can help coordinate the forms, instructions, and communication required by the plan administrator and receiving institution. Certain steps may require your direct authorization, signature, or identity verification.

Can PortfolioLab manage my investments afterward?

Yes. If you choose an IRA rollover, PortfolioLab can discuss available investment strategies and optional professional portfolio management. Investment management is separate from the complimentary concierge service.

Ready to Get Your Old 401(k) Moving?
Let PortfolioLab help with the details, so you can spend less time on paperwork and more time focusing on your financial future.
Start Free Concierge Schedule a Rollover Review
No obligation to enroll in investment management.
Rollovers are subject to plan rules and eligibility requirements. A rollover may not be appropriate in every situation. Consider fees, investment options, services, creditor protections, tax implications, and other relevant factors before transferring retirement assets. Advisory services and any associated fees are separate from the complimentary rollover coordination service.