Roll-in services

Get the professional help you need when you’re considering consolidating your retirement assets into your Personal Asset plan.

One goal. One focus. One plan.

Consolidating your outside retirement accounts into a single qualified retirement plan may save you time and make it easier to achieve the future you want

Benefits include:

A more holistic view of your retirement readiness through access to our online calculators and resources.
Peace of mind from having fewer accounts to manage.

Reduced clutter and paper waste with one statement.
A team of experienced retirement consultants who are available to help make consolidating your assets as easy as they can.

Contact the Personal Asset Education and Solutions Center to speak with a financial professional. 888-737-4480

A help operator sits at desk talking on phone

Rolling in your assets is:

Convenient

Review, access and adjust your account via a single statement and one website.

Holistic

Use our innovative income projection calculator to get a more accurate view of where you stand in reaching your retirement income replacement goal.

Simple

Easily manage your assets and reduce the need for multiple accounts.

As with any financial decision, you are encouraged to discuss moving money between accounts, including rollovers, with a financial advisor and to consider costs, risks, investment options and limitations prior to investing.

IMPORTANT: The projections or other information generated on the website by the investment analysis tool regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. The results may vary with each use and over time.