PORTFOLIOLAB · 401(k) ROLLOVER GUIDANCE

Left Your 401(k) with a Previous Employer?

PortfolioLab helps you:

Compare investment options and fees
Navigate the rollover process
Explore professionally managed IRA strategies, potentially at a comparable overall cost

What you'll receive

A written comparison of your current 401(k) and an IRA: fees, investment options, and what a rollover would involve. Yours to keep, whether or not you move anything.

✓ Personalized guidance ✓ Rollover coordination ✓ No obligation

STEP 1 OF 2 · ACCOUNT QUALIFICATION

Start Your 401(k) Review

For people who have left an employer and know they have money in that employer's 401(k). You'll get a written 401(k)-vs-IRA comparison and a call with an adviser.

Have you confirmed an existing 401(k) balance? *

When did you leave that employer? *

Approximate current 401(k) balance *

Next: contact information and secure phone verification. No SSN required.

STEP 2 OF 2 · REQUEST YOUR REVIEW

How Can We Reach You?

Your request goes directly to AJ Blackstone, President of PortfolioLab (meet AJ).

We call within one business day.
The call takes about 15 minutes.
No decision is required on the call.

First name *

Last name *

Email address *

Former employer *

401(k) provider (if known)

Mobile phone *

I authorize PortfolioLab to contact me by phone or email about this 401(k) rollover review, and I agree to receive a one-time SMS code to verify my phone number. Message and data rates may apply.

We'll call within one business day. Please don't enter Social Security numbers, account passwords, or full account numbers.

Do I have to move my money?: No. Many people keep their plan after the review. The decision is yours.
What does it cost?: The review is complimentary. Ongoing management, if you choose it, has a fee we explain up front.
Will a rollover trigger taxes or penalties?: A direct rollover from a 401(k) to an IRA is generally not a taxable event. We walk through your specific situation before anything moves.
What if I have more than one old 401(k)?: We review all of them. Consolidating several accounts into one IRA is a common reason people reach out.

“Your portfolio deserves more than a model. I’ll give it the same care and attention I would give my own.”

AJ Blackstone, President of PortfolioLab

Meet AJ →

More Than a Rollover. A Better-Informed Decision.

Moving retirement assets shouldn't be automatic. Start by understanding your current plan and comparing the alternatives.

01 / REVIEW

Understand Your Plan

Review the investment lineup, available fees and plan features that may matter before making a change.

02 / COMPARE

Evaluate Your Options

Compare retaining the existing 401(k), using a new employer's plan or transferring eligible assets to an IRA.

03 / COORDINATE

Get Hands-On Help

If an IRA rollover is appropriate and you elect one, we'll assist with recordkeeper coordination and rollover paperwork.

Keep Your 401(k) or Move It?

Keep Your Existing Plan

May preserve certain plan investments, protections, fees or withdrawal provisions.

Use a New Employer's Plan

May simplify consolidation if the new plan accepts rollovers.

Consider an IRA

May offer broader investment options and tailored professional management.

Know Your Options Before You Move Your Money.

Request a complimentary discussion about your former employer's retirement plan and your next steps.

Request My 401(k) Review →

PortfolioLab LLC is a Florida-registered investment adviser. Registration does not imply a particular level of skill or training. An IRA rollover isn't necessarily appropriate for every investor. Review plan and IRA fees, investments, available services, tax implications and legal protections before making a decision. The initial review is complimentary; advisory management, if elected, involves fees.