If you have an old Fidelity 401(k), you have a few options, but rolling your funds over into a Retirable IRA is a great way to keep track of your savings and make sure you’re in control, not your former employer.

We’ve made it easy to roll over your Fidelity 401(k) into a Retirable IRA:

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Step 1

Get your Retirable IRA ready

Most people who choose to do a 401(k) rollover move their funds into an IRA (or individual retirement account). IRAs give you more control over your savings and investments because they aren’t limited by the terms and fees negotiated by your employer.

We can use your existing Retirable IRA if you have one, or help you open the right type of IRA with Retirable depending on your 401(k) situation!

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Step 2

Submit your Fidelity & Retirable info

We just need a few details about you in order to verify your identity and authorize the transfer from Fidelity to Retirable on your behalf.

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Step 3

We’ll handle the rest

Our team of experts help ensure your Fidelity funds make it to Retirable and are safely deposited into your IRA with no unexpected tax implications!

It's easy to get started

Get connected with a rollover expert

We’ve moved hundreds of Fidelity 401(k)s into a Retirable IRA. Rest easy knowing you have an expert in your corner throughout the entire process.

Fidelity 401(k) Details

Fidelity
Fidelity
Phone number
Fax number
Hours of operation
Monday - Friday: 8:30am - 12am EST, No weekend hours
Address
PO Box 770002, Cincinatti, OH, 45277-0090

Retirable IRA Details

Retirable
Retirable
Address
300 S. Pearl Expressway Suite 250, Dallas, TX, 75201