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Find and rollover your old 401(k) the smart way.

Rollover Concierge™ allows you to find and consolidate your past retirement accounts with just a few clicks, giving you clarity and control over your financial future.

THE PROBLEM

Tracking down and moving 401(k)s between jobs can cost time and money
Today, millions of retirement accounts sit idle.1 This means thousands of dollars in potential retirement savings are lost, often because tracking old 401(k)s and managing the rollover process can feel overwhelming and time-consuming.

OUR SOLUTION

Simplify and consolidate: Worry-free 401(k) transfers with Rollover Concierge™

Human Interest, in partnership with Capitalize, now provides the option to search, find, and move your previous retirement accounts in an automated way. Gain full visibility into where your funds are, and when your rollover has been fully processed—all at no cost to you.

Get Started

How it works

1. Answer a few questions

Simply answer a few quick questions about your previous employer(s) through our secure form.

2. We find your old 401(k)s

We'll handle the request to rollover your funds from your previous employer.

3. Stay updated

You'll receive clear notifications every step of the way, including confirmation once your rollover is complete.

Frequently asked questions

Notes

1

Data sourced from Capitalize’s The Forgotten 401(k) Problem (updated May 2023).