How do I do a rollover into my solo 401(k)?

If you’re looking to consolidate retirement plans into your solo 401(k), you can start that process by clicking the “Transfer or Rollover” button in your account, selecting “Rollover to Betterment,” then select your solo 401(k) as the account you’d like to roll funds into. Once you answer a few questions about the account that you’re moving, you’ll get instructions or any paperwork necessary to take the next step. 

If you’re planning on transferring more than $20,000, our Licensed Concierge team may be able to help!