What Results Can You Expect?
After answering just six questions, you'll discover your most likely next step — plus one hidden risk to avoid and a clear action plan.
Leave It (For Now)
Your current plan may actually be fine — but there's one hidden risk most people miss. We'll show you what to watch.
Roll to New Employer Plan
Consolidating into your current job's plan could simplify things — if the fees and funds are right. We'll flag what to check first.
Roll to an IRA
More control, more choices — but one wrong move triggers a tax bill. We'll walk you through the safe way.
Consolidate Multiple Accounts
If you've got 401(k)s scattered across old jobs, you're probably bleeding fees. We'll show you how to clean it up.
Most people leave an old 401(k) sitting at a former employer and forget about it. But "set it and forget it" isn't a strategy — it's a gamble.
If you've changed jobs and have $25,000 or more in an old 401(k), this free scorecard will show you:
• Whether your money is actually working for you right now
• If you're paying hidden fees you don't know about
• Which next step makes sense — rollover, consolidate, or stay put
No jargon. No sales pitch. Just clarity in under 2 minutes.
