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

First Name Last Name Email Company Phone Employees

Who is your current provider? None Other ADP American Funds Ascensus Employee Fiduciary Empower (Great West) Fidelity Guardian Insperity John Hancock Lincoln Financial MassMutual Merrill Lynch Nationwide OneAmerica PAi Paychex Principal Standard T Rowe Price Transamerica Ubiquity Vanguard Voya

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.