Rolling Over 

Your Old 401(k) and IRAs

 

There is a good chance that at some point in your career you've changed jobs, and left your 401(k) in your old employer's plan. Or you may have several retirement accounts with different providers. At E*TRADE we offer solutions for those old 401(k)s and retirement accounts so they start working for you again.

 

Why Roll Over to E*TRADE? You'll benefit from:

Step-by-Step Assistance

Let us do it for you — our Rollover Specialists will guide you through the process from start to finish

  •  We will handle the rollover paperwork and contact your former plan — all at no cost 

A Full Range of Investment Options

  • Choose from stocks, ETFs, bonds, and over 8,000 mutual funds
  • Professionally Managed Accounts from E*TRADE Capital Management7

Value Beyond Price

  • No Annual IRA Fees
  • Over 80 Commission Free ETFs2
  • 1,300 No Load Mutual Funds3

Introducing E*TRADE's NEW OneStop Rollover

    Not sure what to do with your old 401(k)? Our OneStop Rollover offers an automatic deposit of your 401(k) assets into a diversified portfolio from E*TRADE Capital Management, that is actively monitored and rebalanced for you. You'll receive:

  • Asset allocation and recommended investments during the account opening process
  • A diversified portfolio you approved based on your investment goals and risk tolerance6
  • Automatic rebalancing on an ongoing basis
  • A low fee-based solution with a $25,000 minimum

Once you've decided that rolling over is the right choice for you — the rest is easy.

 

Step 1 Open an E*TRADE Rollover IRA

Step 2 Contact Your Former Plan Administrator

Step 3 Complete your rollover and invest

To get started, follow our 3-Step Rollover Checklist. Or call 1-877-921-2434 and an E*TRADE Rollover Specialist will guide you through the process and help you choose investments.

Before deciding whether to retain assets in a 401(k) or roll over to an IRA an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. View the FINRA Investor Alert for additional information.