401(k) Rollover

If you've changed jobs, experienced a job loss, or retired, 401(k) WealthEngine can help you make a smart decision about your old 401(k).

If your 401(k) is in excess of $50,000, we will help you find the right risk-management solution for your age bracket and risk capacity, based on your total financial picture.

We will work with you to get your 401(k) rolled into an IRA at Trust Company of America, a leading national custodian of investment assets. Your account will be professionally managed by Alpha Investment Management, the parent company of 401(k) WeathEngine. Alpha selects the best funds for your account then follows The 401(k) Formula^TM. Once your account is invested, you'll receive quarterly statements from Alpha and Trust Company of America detailing your account's investment positions and performance. You'll also have 24/7 online access to your account - so you're never in the dark.

For more information, call Jerry Minton at 1-877-229-9400, Ext. 11, or fill out the contact form below and we will call you.