Retirement
Bring every 401(k) into one vault
Link retirement plans from previous employers, see them beside your brokerage and cash balances, and roll them over with no transfer fees.
Step 1
Link your plan
Add your employer, plan provider and balance in under a minute.
Step 2
We verify
Our operations team confirms the plan details with your provider.
Step 3
Track or roll over
Keep it linked for reporting, or roll it into a Unicorn IRA.
What you can link
- Employer-sponsored 401(k) and 403(b) plans
- Traditional, Roth, SEP and SIMPLE IRAs
- Governmental 457(b) deferred compensation plans
- Old plans from previous employers, including orphaned accounts
Protections
- Assets held at a qualified custodian, SIPC member.
- Direct trustee-to-trustee rollovers avoid withholding and the 60-day rule.
- Plan credentials are never stored; linking captures balances only.
Retirement account pricing
Live · refreshes automatically| No published tiers. | ||||
Rates are indicative, variable, and subject to change. Fees shown exclude third-party charges.
Rollovers may have tax consequences. Compare fees, services and investment options in your existing plan before moving assets. Unicorn Investment & Securities does not provide tax advice; consult a qualified tax professional.