Congrats! Transitioning your 401(k) is extremely simple and won't require much of your time. We just need a few pieces of information below so we can get to work.

(I am the business owner or authorized to represent the owner)

General Information

Find My Fee Disclosure (Optional)

Upload your fee disclosure form (called the 408b2) in order for us to uncover your fees.

If you don't know where to find it, no problem! We will provide instructions.

  • Accepted file types: pdf, doc, docx.