Know your options for your old 401(k)
Free four-page guide: your options for an old 401(k), in plain language. Enter your email below and it opens instantly.
Two guides. Pick the one that fits your question.
01 · Understanding Your Old 401(k)
The four paths — keep it in the former plan, move it to a new employer plan, roll it to an IRA, or take a distribution — and what each one asks you to compare. Plus a preparation list for before any paperwork begins.
02 · Are You On Track for Retirement?
A practical framework for checking your progress: five signals worth reviewing, a ten-minute self-check worksheet, the gaps that often show up, and the questions to bring to a conversation. No benchmarks, no pressure — just a clearer picture.
Prefer to talk it through?
Element Squared Private Wealth is a Minneapolis-based, SEC-registered investment adviser serving clients nationwide. If you'd like a second set of eyes on your old plan, an advisor will review it with you — and if staying put is the better answer, that's the answer you'll get.
Important disclosure
Element Squared LLC, doing business as Element Squared Private Wealth ("Element Squared"), is an investment adviser registered with the U.S. Securities and Exchange Commission and located in Minnesota. This material is for informational and educational purposes only and does not constitute individualized investment, legal, or tax advice. Any recommendation, if made, will depend on your individual circumstances and will follow Element Squared's standard advisory process. Element Squared may only transact business or offer advisory services in states where it is properly registered or exempt from registration; nothing in this material should be construed as a solicitation to residents of any state where such registration or exemption does not apply. Requesting this guide does not create an advisory relationship.