401(k) guide topic

Changing Jobs & Rollovers

Clear answers, practical examples, and carefully labeled public-plan evidence.

Aug 25, 2026

How to Find an Old or Lost 401(k): A Step-by-Step Guide

Changing jobs can leave retirement accounts scattered across old employers. Start with your records, then use federal databases and plan filings to track down the plan administrator.

10 min read →
Aug 25, 2026

Rule of 55 for 401(k)s: How It Works and When You Can Use It

Leave a job in or after the year you turn 55? Some 401(k) withdrawals may avoid the 10% early-distribution tax. The account you use and timing both matter.

11 min read →
Apr 17, 2026

401(k) Rollover to IRA: Should You Move Your Old 401(k)?

A direct rollover can move an old 401(k) to an IRA without current tax in many cases, but you may give up useful employer-plan features. Compare before transferring.

12 min read →
Mar 27, 2026

What Happens to Your 401(k) When You Leave a Job?

Your 401(k) does not disappear when you quit. The best next step depends on fees, investments, age, vesting, account size and whether you have an outstanding loan.

12 min read →