Browsing Tag
401(k) Rollover
149 posts
SoFi and Capitalize Extend Partnership to Offer 401(k) Consolidation
The Capitalize Embedded Rollover API solution is currently available to all SoFi members
Capitalize, Human Interest Make ‘Most Innovative Companies’ List
401(k)-focused firms named to prestigious Fast Company 2025 rankings of companies reshaping industries
Capitalize Digital Rollover Tech Coming to Webull Platform
Capitalize’s Rollover API will allow users to seamlessly transfer legacy 401(k)s into Webull retirement accounts
Dressing Up Traditional Automatic Rollovers
Tom Hawkins explains how the many flaws of traditional automatic rollover IRAs can be overcome with a low-fee transitional safe harbor IRA
Outdated 401(k) Rollover Processes Challenge, Frustrate Retirement Savers
New data from Capitalize highlights problems including most users being unable to complete a rollover unassisted and nearly half dealing with a paper check
Run on Rollovers in 2024: Cogent Syndicated Report
New study reveals rollover and consolidation activities have accelerated over the past year; outlook for future assets in motion looks promising
The Truth About Old-School Automatic Rollovers
Tom Hawkins explains why new-school automatic rollovers incorporating auto-portability are the future—and why old-school rollovers need to go away
How to Find—And Claim—A Lost 401(k)
With $1.65 trillion in assets floating around in close to 30 million forgotten or left-behind 401(k) accounts in the U.S., here’s the story behind the issue and steps to take to track them down
New Open Portability Network Being Tested by Millennium Trust
Network set to enable auto portability well ahead of Jan. 1, 2024, when auto portability may first be offered under SECURE 2.0
The 401(k) ‘House-Cleaning’ to Come
Tom Hawkins explains why SECURE 2.0’s bump of the automatic rollover threshold from $5,000 to $7,000 is a big win for participants and plan sponsors alike