Rollover Consultants are here to help you right from the start

Schwab Rollover Consultants provide help from start to finish for a hassle-free rollover.

Help for an easy rollover process
Schwab Rollover Consultants take care of the busywork of transferring your old 401(k) into a Rollover IRA by: Working with your former plan administrator to request the funds transfer. Opening your new Schwab Rollover IRA. Taking care of all the paperwork. Setting up a meeting with an investment professional to discuss the right investments for your retirement savings based on your needs and goals.
Get started in two easy steps
Step 1: Gather everything you’ll need, including: A recent statement showing the current balance of your old 401(k). The current plan administrator’s contact information. Step 2: Call 866-855-9095 to speak with a Rollover Consultant.

(0609-9521)

Ready to roll over your old
401(k)?