Fully digital 401(k) rollovers

Gain a competitive advantage with Apex’s fully digital 401(k) rollover experience — purpose-built for third-party administrators, trusts, retiretech, and advisory firms that want to modernize 401(k) rollovers and deliver a faster, simpler solution for every participant.

Retain plan assets, provide a better participant experience, and accelerate rollover funding from weeks to as little as two days.