401(k)

Introducing 401(k) Rollovers

Put your 401(k)s in one place: an Ellevest retirement account.

Boss-level view

Consolidate your multiple retirement accounts into one simple view: You don’t have to check a bunch of different sites and do the planning yourself. Ellevest groups all your retirement accounts — even those outside of Ellevest — into one place on your dashboard.

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Before we get rolling…

We take a hard look at your current plan to make sure a rollover is right for you.

YOU'LL GET A FULL REVIEW,
JUST FOR YOU

We'll conduct a comprehensive review of your current 401(k) plan, including what you pay in fees, your investment options, and what else may be available to you. From there, we make a personalized recommendation.

YOUR BEST INTERESTS COME
FIRST

Ellevest is a fiduciary, which means we’re required to act in your best interest. We take into account your age, income and retirement assets to determine the right mix of ETFs for you. Only Ellevest forecasts gender-specific lifespans and salary curves.

We're like a rollover sherpa

This means no mountain of paperwork or making you figure out everything on your own.

  • STEP 01
    Once you sign up for a rollover, you’ll upload your most recent 401(k) plan statement and disclosure. (We’ll help you locate those docs.)
  • STEP 02
    Ellevest then conducts a comprehensive analysis of your 401(k) and compares it to the Ellevest plan that we’d recommend for you.
  • STEP 03
    If you decide to move your account to Ellevest, you’ll call your provider and initiate the rollover.
  • STEP 04
    When your rollover is complete, you’ll see your retirement accounts on your Ellevest dashboard.

Extra rollover motivation

NO ELLEVEST FEES:

Ellevest charges you no additional fees to rollover your 401(k). We also show your regular account fees up-front and clearly — no magnifying glass required.

SEE DETAILS, MAKE TWEAKS.

Want to geek out on your portfolios? We love that. In addition to seeing all your portfolio details, you can also fine tune your plan, if you want.

WE'RE IN THIS FOR THE LONG HAUL, TOO.

Ellevest manages and rebalances your portfolios to help you stay on track with your retirement goals. If you still have retirement accounts outside of Ellevest, we’ll offer you guidance on how to rebalance those as well.

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Rein In Your Retirement