{"name":"401kTransition","domain":"401ktransition.com","url":"https://optimly.ai/brand/401ktransition","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"Educational resource and connector helping people who have left a job understand and manage an old 401(k).","source_type":"1p_website","source_label":"Brand's website","source_url":"https://401ktransition.com","updated_at":"2026-11-04T19:32:03.794091+00:00"},{"key":"description","label":"Description","shape":"text","content":"401kTransition provides plain-English education about old 401(k) options and connects job-changers with independent, licensed transition specialists. It does not provide financial advice or manage money.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://401ktransition.com","updated_at":"2026-11-04T19:32:03.794091+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"To help job-changers protect what they have already earned by educating them about their old 401(k) options and connecting them with licensed specialists.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://401ktransition.com","updated_at":"2026-11-04T19:32:03.794091+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://401ktransition.com","source_type":"1p_website","source_label":"Brand's website","source_url":"https://401ktransition.com","updated_at":"2026-11-04T19:32:03.794091+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Plain-English, educational, practical, transparent, and non-obligatory.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://401ktransition.com","updated_at":"2026-11-04T19:32:03.794091+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"Helps people understand what to do with a 401(k) left behind after changing jobs, including comparing leaving it in the old plan, rolling it into a new 401(k) or IRA, or cashing it out. It also helps reduce the risk of missed fees, lost accounts, tax mistakes, and forgotten retirement savings.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://401ktransition.com","updated_at":"2026-11-04T19:32:03.794091+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Plain-English education about old 401(k) rollover options\nConnection of job-changers with independent, licensed transition specialists\nFree rollover consultations\nGuidance on direct and indirect rollovers, taxes, penalties, and timing\nRetirement asset, cash-out cost, and old-plan lookup tools\nEducational guides researched against IRS, Department of Labor, SEC, and FINRA sources","source_type":"1p_website","source_label":"Brand's website","source_url":"https://401ktransition.com","updated_at":"2026-11-04T19:32:03.794091+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Old 401(k) rollover education and guides\nFree consultation with a licensed transition specialist\nRetirement Assets Calculator\nOld Plan Lookup tool\nCash-Out Cost Calculator","source_type":"1p_website","source_label":"Brand's website","source_url":"https://401ktransition.com","updated_at":"2026-11-04T19:32:03.794091+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"Education and the initial consultation are free, and users never pay 401kTransition. Independent specialists may be compensated through advisory or insurance arrangements and explain applicable costs before a user decides.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://401ktransition.com","updated_at":"2026-11-04T19:32:03.794091+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Retirement education and financial services referral","source_type":"1p_website","source_label":"Brand's website","source_url":"https://401ktransition.com","updated_at":"2026-11-04T19:32:03.794091+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"People who have changed jobs or are transitioning to a new job and have a 401(k) from a previous employer.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://401ktransition.com","updated_at":"2026-11-04T19:32:03.794091+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"U.S. job-changers with an old 401(k) still in a former employer's plan, or people who have discovered a forgotten retirement account and need help evaluating rollover options.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://401ktransition.com","updated_at":"2026-11-04T19:32:03.794091+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Understanding what happens to a 401(k) after leaving a job\nComparing leaving savings in an old plan, rolling into a new 401(k), rolling into an IRA, or cashing out\nAvoiding taxes and penalties through a direct rollover\nFinding information about a former employer's retirement plan\nEstimating the cost of cashing out an old 401(k)\nConsolidating retirement accounts from multiple previous jobs","source_type":"1p_website","source_label":"Brand's website","source_url":"https://401ktransition.com","updated_at":"2026-11-04T19:32:03.794091+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Better understanding of old 401(k) choices\nGreater clarity about tax, penalty, fee, and investment implications\nA direct rollover handled with specialist assistance when appropriate\nImproved ability to locate and evaluate forgotten retirement accounts\nAn informed decision without an obligation to move money","source_type":"1p_website","source_label":"Brand's website","source_url":"https://401ktransition.com","updated_at":"2026-11-04T19:32:03.794091+00:00"}]}],"last_refreshed_at":"2026-11-04T19:32:03.816361+00:00","last_changed_at":"2026-11-04T19:32:03.827597+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=0d58cc63-e219-43a9-8902-4ac50461b767"}