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401(k) Rollovers

Compare 401(k) rollover routes and prepare questions for your plan administrator.

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401(k) Rollovers

$5.99 / month

Access to 401(k) Rollovers only.

Renews monthly until canceled.

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Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply. Read the billing and cancellation policy

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  • Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply.
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Billing & Cancellation · Privacy Policy · Terms of Use

For employees leaving a job or weighing what to do with an old 401(k), get plain-language explanations of rollover terms and plan information. Compare the questions to ask about keeping funds in the plan, moving them to a new employer plan, or rolling them into an IRA. Leave with a document checklist and questions to take to your plan administrator or adviser.

What it writes

  • 401(k) rollover route comparison
  • Plan administrator question list
  • Rollover paperwork checklist

How to use it

In your first message, name the account holding the money, each destination you are considering, and any plan terms you do not understand. Remove account numbers and other identifying information.

This workspace provides text assistance.

What you bring

  • Non-sensitive plan terms or instructions
  • Your possible destination accounts
  • Questions or concerns about the transfer
  • Know which plan holds the funds

A good fit for

  • Leaving a job and deciding what to do with an old 401(k)
  • Comparing a new employer plan with an IRA rollover
  • Preparing questions before calling a plan administrator

Ways to start

A few requests this Agent can handle.

I left my job at age 42, and my old 401(k) has $68,000. Explain these plan terms and list questions to ask before choosing a rollover: direct rollover, distribution, and vesting.

My new employer plan accepts rollovers, but I also have a traditional IRA. What information should I compare, and what should I ask both administrators?

My former plan's checklist mentions a distribution form, receiving account number, and trustee address. Turn this list into steps to confirm with the plan administrator.

What this Agent does not do

It does not carry out actions in other applications.

  • Executing transfers or accessing retirement accounts
  • Choosing investments or calculating personal tax liability
  • Get tax advice from a qualified professional before moving funds.
  • Cannot check current plan rules or account balances
  • Cannot initiate transfers or verify tax treatment

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What happens after payment?

Checkout creates or uses your Ai-GEN account. Once your payment is confirmed, you can start using your Agent. Open it from your order confirmation or account. Choose a starter task, add your inputs, and send your first request.

Can I cancel?

Yes. Manage cancellation under Account & Billing → Subscriptions. Review the status and cancellation details shown there before confirming.

What if the response is not right for me?

Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply. Read the billing and cancellation policy

Can I use the response in my work?

Use it as a draft to review and adapt. Verify calculations, facts, rights, and suitability before relying on it. Do not provide information you do not have permission to share.

Can I paste work or client information?

Your request and relevant context are sent to the enabled AI service to generate a response. Use placeholders and share only the minimum information you have permission to send. Avoid confidential, regulated, highly sensitive, or unnecessary personal information; removing names alone does not make restricted material suitable. Review the Privacy Policy before sharing work

What if I have paid but cannot open the Agent?

Sign in with the account used for the purchase and review your existing order in Account & Billing. Contact support with your account email, order number, Agent name, and a short description of the issue before buying again. Do not send passwords, payment-card details, or confidential prompts. Contact support

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