Not sure what to do with your old 401(k)? Rolling it over may be a great option. Here’s a quick walkthrough of the entire process, step by step. Watch our video as Ryan walks you through the entire process step by step.

00:00 Introduction
00:09 How to roll over an old 401(k) to Fidelity
00:19 Open a Rollover IRA
00:35 Contact your old 401(k) provider
01:33 Invest your money

• To learn more about rolling over your old 401(k) visit:

Questions? Drop them below 👇 and we’ll reply right in the comments.

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Hey everyone, welcome to FidQs. The place where we knock out customer questions like bowling pins. Though to be fair, I’ve spent most of my bowling career in the gutter.

Today’s question is…
How do I roll over my old 401(k) to Fidelity?

Before I answer I just want you to know that there are a lot of options out there besides rolling it over so make sure you do your research first.

So the first thing you’re gonna wanna do is open a Rollover IRA so you’ve got a place to put all that 401(k) money.

You can do this by hitting “open an account” on the homepage, then “open a rollover” and following the instructions.

Next, you’ll need to contact your old 401(k) provider.

And if you’re anything like me, chances are you have no idea who that is. So I’d recommend just searching through some of your old emails for past account statements. If all else fails just try contacting your former employer.

Fingers crossed you’re still on speaking terms. Just kidding. Well sort of.

Now if you find out that your old 401(k) is actually from Fidelity, AWESOME, you can do the entire rollover process on our NetBenefits site, which is SUPER easy. But let’s save that for another day.

If it’s not with Fidelity, that’s totally cool too. You’ll just need to either call that company or initiate the process online. And heads up, there may be some additional paperwork involved.

Ok, see this beautiful image right here? This is exactly how you’ll tell your former employer’s 401(k) provider to make out that check.

Which can be mailed to this address right over here. And depending on your provider, it may take a few days to get to Fidelity and for the account to be available for investing.

Ok, onto the last step…investing your money.

Once everything is in there, look over your investment strategies to double check that they’re aligning with your goals.

And if you’re not sure exactly how to do that…well, we are Fidelity, so we’ve got lots of people and tools to help you figure it out and get started.

Alright, that’s it for today.

If you still have questions on anything we talked about, just leave a comment below.

I’ve also linked our Roth IRA video down there as well since opening one is very similar to opening a rollover IRA.

And if you’ve enjoyed this video please hit the like and subscribe button and hit the bell to be notified for future videos.

Thanks and see you next time….(read more)

LEARN MORE ABOUT: IRA Accounts

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REVEALED: Best Gold Backed IRA

If you’ve recently changed jobs or are considering rolling over an old 401(k) plan, you’re not alone. According to a recent survey, 35% of workers have left behind a 401(k) with a former employer, and many of them don’t realize they have options for managing those funds. Rolling over an old 401(k) can be a smart move, as it may provide more investment options and flexibility, and keep your retirement savings organized in one place.

Here are some steps to help you successfully roll over an old 401(k) to a new account with Fidelity Investments:

1. Understand your options: Before making any decisions, it’s important to understand your options for rolling over an old 401(k). You can choose to roll over the funds into an Individual retirement account (IRA) or into your new employer’s 401(k) plan. Each option has its advantages and disadvantages, so it’s important to consider your individual financial situation and retirement goals before making a decision.

2. Open a new account: If you decide to roll over your old 401(k) into an IRA with Fidelity Investments, the first step is to open a new account. Fidelity offers a variety of IRA options, including Traditional IRAs, Roth IRAs, and Rollover IRAs, each with its own set of benefits. You can easily open an account online or visit a Fidelity branch for assistance.

3. Complete the rollover paperwork: Once you have a new account set up, you’ll need to contact your former employer’s plan administrator and request a direct rollover of your old 401(k) funds into your new Fidelity IRA. The plan administrator will provide you with the necessary paperwork and instructions for completing the rollover process.

4. Review and select investments: After the funds have been rolled over into your new Fidelity IRA, it’s important to review and select investments that align with your retirement goals and risk tolerance. Fidelity offers a wide range of investment options, including mutual funds, ETFs, stocks, and bonds, so you can create a diversified portfolio that suits your needs.

5. Monitor and manage your account: Once your old 401(k) has been successfully rolled over, it’s important to regularly monitor and manage your new Fidelity IRA. This includes reviewing your investment performance, rebalancing your portfolio as needed, and making any necessary changes to your investment strategy over time.

Rolling over an old 401(k) can be a straightforward process with the right guidance and support. Fidelity Investments offers a range of resources and tools to help individuals manage their retirement savings, and their experienced team of financial professionals can provide personalized assistance every step of the way. So if you’re considering rolling over an old 401(k), consider reaching out to Fidelity to explore your options and make the most of your retirement savings.