Rollover IRA
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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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