Rollover your old
401(K)

Rollovers and Retirement Account Services

START NOW

You can rollover 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 by determining if rolling over your 401(k) is in your best interest

Simplified opening
and administration

Higher
yields

Face the future
with confidence

Regain control
of your account

Locate your old 401(k)

Once it is determined that the rollover aligns with your objectives and is in your best interest, please proceed to locate your former 401(k) 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

START PLANNING YOUR RETIREMENT

HOW DO I START A 401(k) ROLLOVER