Dashboard
DOL Rollover Analysis Tool
DOL Compliant Rollover Analysis
Choose the type of rollover analysis you need to perform
Analysis Type
401(k) to IRA Rollover
Analyze rolling over from employer plan to IRA
401(k) PlanIRA
IRA-to-IRA Transfer
Compare current IRA provider with proposed provider
Current IRAProposed IRA
Roth IRA Conversion
Analyze converting traditional IRA/401(k) to Roth IRA
Traditional AccountRoth IRA
Annuity Rollover Analysis
Evaluate rolling over from annuity to IRA or other account
Current AnnuityProposed Account