Plan Advisors
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401(k) Alternatives Compliance Crypto Custody Directed Trustee ERISA Energy Family Offices Fund Custody Nevada Oil and Gas PEP Plan Advisors Plan Termination Precious Metals Private Assets QSBS Qualified Custodian RIA Real Estate Retirement Rollover IRA Royalty Interests Safe Harbor IRA Self-Directed IRA Service Tax Planning Tax Strategy Trusts Wealth Managers Working Interests
Retirement
Finding Old 401(k)s for Rollover Clients With Beagle
October 29, 2026
Most people who change jobs leave a 401(k) behind somewhere. Through AET's integration with Beagle, rollover clients can find old 401(k)s and roll them into the same IRA, with their advisor attached.
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Rollover and Safe Harbor IRAs for Plan Advisors
October 29, 2026
Most 401(k) rollovers leave the plan's advisor. AET's rollover program helps advisors keep them, with a white-labeled platform, lost 401(k) search through Beagle, and safe harbor IRAs when a plan terminates.
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Safe Harbor IRAs When a 401(k) Plan Terminates
October 29, 2026
When a 401(k) plan terminates, every account has to leave, including participants who never respond. Here is when a safe harbor IRA applies, what the DOL expects before you use one, and how AET handles them.
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