Find out how Vanguard makes rollovers easy
Rollovers don't have to be complicated or time-consuming. We'll do most of the work for you.
What you can expect during the rollover process
Our friendly, knowledgeable rollover specialists are familiar with employer-sponsored plans, the financial companies that run them, and what's needed to complete a rollover.
We'll ask all the right questions and help you:
Complete the paperwork
We can fill out the forms and set up a conference call with you and the financial company where your 401(k) or 403(b) savings are held.
Decide between a Roth and a traditional IRA
Not sure which type of IRA to choose? We'll explain the differences and help you decide.Pick a type of IRA for your rollover
Choose your new investments
The decision is yours, but we're here to make things easy and provide as much help as you need.Choose investments for your rollover IRA
When you're ready to get started, call us at 800-523-9442.
You can also start your rollover online
What you can expect every day as a Vanguard client
With Vanguard, you'll have access to:
Low-cost mutual funds and ETFs
On average, mutual funds and ETFs from other companies are 5 times more expensive than ours.*See the difference low costs can make
Opportunities for higher levels of personal assistance
As your account grows, you can count on decreasing costs and increasing levels of personalization and advice.See what you get as a Voyager or Flagship Services client
*Vanguard average expense ratio: 0.19%. Industry average expense ratio: 1.11%. Sources: Vanguard and Lipper Inc. as of December 31, 2012.
You must buy and sell Vanguard ETF Shares through a broker like Vanguard Brokerage Services (we offer them commission-free) or through another broker (you may incur commissions). Trading limits, fund expenses, and minimum investments may apply. See the Vanguard Brokerage Services commission and fee schedules for limits. Vanguard ETF Shares are not redeemable directly with the issuing fund other than in creation unit aggregations. Like stocks, ETFs are subject to market volatility. When buying or selling an ETF, you will pay or receive the current market price, which may be more or less than net asset value.
All investing is subject to risk, including the possible loss of the money you invest.
Vanguard provides services to the Vanguard funds and ETFs at cost.