401k Rollover

Rolling over your 401(k) to an Individual Retirement Account (IRA) with Tempo Wealth can provide greater investment flexibility, potentially lower fees, and personalized financial guidance.

Frequently Asked Questions

• How long does the rollover process take?

  Typically 2-4 weeks from submission to fund transfer completion, though some plan administrators may take longer.

• Are there any fees?

  Tempo Wealth does not charge rollover fees. However, your former 401(k) plan may charge administrative fees. Review your plan documents or contact your administrator.

• Can I rollover while still employed?

  This depends on your employer’s plan. Many plans allow in-service rollovers. Your plan’s governing document would outline if this is allowed within your plan. A Tempo advisor can help you determine if this is available to you.