Recover your old
401(K), for free

Rollovers and Retirement Account Services


You can regain control over
your old 401(k) from a former employer

Is your retirement plan sitting with your former employer after you changed jobs?

A 401(k) rollover moves your money into a new account you control so you can track it over time more efficiently.

You can control your retirement assets in one place making sure they are efficiently invested.

We will help you recover your old 401(k) from start to finish, advised by our experts.

Simplified opening
and administration


Face the future
with confidence

Regain control
of your account

Locate your old 401(k)

Find your former 401(k) account through your previous employer or administrator. Then please contact them with the new BlueReef account information to start the fund’s transfer by check or wire

We help you choose a new account

It is time to pick the right IRA account option to do the rollover. We will work closely with you to select the account that suits your needs and matches your prior 401(k). Once you select your account, the funds can be deposited into your newly-opened IRA account

New deposit confirmed? All setup!

We will help confirm that the funds have been transferred correctly to make sure you are getting the most out of your retirement plan