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Serving 401(k) Third-Party Administrators (TPAs)

Make 401(k) rollovers and force-outs easier for everyone involved. Apex helps retirement plan TPAs offer a seamless digital transfer experience, retain more assets, and deliver a fast solution that can narrow the gap between old accounts and new ones.

“Our plan participants and financial advisors are always asking us to expand our range of services we offer. We listened and decided that instead of building this new functionality slowly ourselves, we’d fast track it with Apex’s embedded brokerage infrastructure as our launchpad.”

Stan Smith
Chief Growth Officer at 401GO

Offer fully digital rollovers to help retain assets

Designed to empower 401(k) and other plan TPAs who want to provide a simpler way for participants to move funds when they switch jobs or experience automated force-outs. Instead of a weeks-long process, our Instant Cash Transfer services give your firm the ability to rollover accounts from employer plans to Individual Retirement Accounts (IRAs) in minutes.

Use our comprehensive digital 401(k) rollover solution available

Give account holders more rollover options within your business

Retain more assets under your management

Support accounts of any size with a tech-forward, real-time solution

Enable a robo or self-directed retirement investment experience