Rollover your 401k, Profit Sharing, Cash Balance Pension or ESOP to so all of your investment plans are on track. Roth 401k? We can help you with that too! Rollover any amount from $250 to 10 million or more!

Save money on investment advisory fees in expensive 401k’s – up to 80% off internal fees in some 401k’s.

Don’t leave your Company Plan stranded, subject to whatever happens with your old employer. Take advantage of our managed portfolio difference! Especially since most 401ks are unmanaged and require your ongoing monitoring.

We make Rolling over your 401k to and IRA managed by Super Easy! We’ll help you make sure you avoid penalties and take advantage of continued Tax Deferred Growth.

Use Merlin Wizard Financial IQ to help you get the process completed from A – Z or call us 24 hours a day and we’ll guide you through the process using the Merlin Wizard.  Start Here

We have access to information on thousands of 401k, Profit Sharing, Cash Balance Pensions and other Qualified Plans nationwide. Give us a call or use the Merlin Wizard Financial IQ to get moving.