How does FutureAdvisor help me with my 401(k) rollover?

We will send you all the information you need to initiate a rollover from a former employer plan.

We send you a rollover packet with a checklist that includes the steps to initiate the direct rollover. We make sure that you know how to find your 401(k) provider’s phone number and that you know how to ask for the direct rollover.

Our rollover package even includes a pre-paid envelope so that you can easily send your rollover check on to Fidelity or TD Ameritrade. No hassles!