Signing pilot providers and design partners now

The money should
follow the participant.

Americans abandon a 401(k) almost every time they change jobs — 31.9 million accounts so far, and counting. We build the rails that move the money automatically, then turn it into income when work ends. We never advise, never hold assets, and never charge the participant a cent.

$2.13T
Stranded retirement assets
31.9M
Forgotten 401(k) accounts
$29T
DC + IRA retiree assets
Never fiduciary Never custody Participant never pays Built on SECURE 2.0 §120

The retirement system loses track of people.

A 401(k) is wired to the plan, not the person. Leave the job and the account stays behind. Stop working and there's no neutral party to help you turn thirty years of savings into a paycheck. Both problems have the same root.

When you change jobs
31.9M
Forgotten 401(k) accounts — nearly doubled in a decade, growing 4M per year
$2.13T
Stranded in former plans, often with dissolved income guarantees
4M+
New accounts abandoned every single year as job mobility rises
$115B
Lost annually in higher fees and suboptimal allocation
When you stop working
$29T
DC + IRA assets held by retirees — with no neutral platform to guide activation
11,000
Americans turning 65 every single day through 2030 — Peak 65
43%
Of retirees fear outliving their savings — the longevity risk is structural
0
Neutral, non-fiduciary platforms helping convert accumulated savings to income
None of this is anyone's fault, exactly. Nobody owns the job of moving the money — the old plan has no reason to chase you, the new plan can't find you, and the custodian gets paid either way. So the money just sits. That's the job we're taking.

We move money and show options. We never recommend.

That one rule is the whole architecture. Because we earn the same fee no matter where assets land, providers trust the rails and regulators can verify the neutrality. Plaid did this for bank data; SWIFT did it for payments. Nobody has done it for retirement.

01
Retirement Passport
Full visibility · Every account
  • Aggregates 401k, 403b, IRA & annuity accounts via Plaid
  • Portability Score per account — vested %, loans, restrictions
  • Income gap: projected income vs. your target at retirement
  • Shifts to income activation mode when retirement is detected
02
Portability Engine
Non-fiduciary transfer rails
  • Participant instructs the transfer — platform executes it
  • Maps income features (GLWB, GMIB) across carriers — no recommendation
  • SECURE 2.0 §120 automatic portability exemption
  • Assets move custodian-to-custodian — we never hold money
03
Income Marketplace
Levelized · Zero carrier conflict
  • SPIA, QLAC, TDF-with-income, managed payout — shown equally
  • Identical 5–8bps fee regardless of carrier selected
  • Social Security coordination + RMD planning included
  • Retirement activation: convert lump sum to guaranteed income
Zero fiduciary designation · Never holds assets · Same fee regardless of carrier · Identical legal model to Plaid, FDX, and SWIFT

One passport, from first job to last paycheck

Stage 1
Accumulating
Age 22–54 · Job-changing
  • Payroll triggers passport at hire and separation
  • Portability score surfaces what's movable right now
  • Income gap tracks over entire career lifecycle
  • Guaranteed income preserved at every job change
Stage 2
Transitioning
Age 55–67 · Pre-retirement
  • Annuity purchase window opens at 59½ — passport alerts you
  • QLAC planning for longevity protection
  • Catch-up contribution optimization (up to $10K/yr, age 60–63)
  • Social Security claim timing modeled across scenarios
Stage 3
Decumulating
Any age · Stopping work
  • Retirement detected via payroll flag or self-declared
  • Lump sum → guaranteed income scenarios displayed
  • SPIA, QLAC, managed payout — all levelized, all equal
  • RMD compliance + Roth conversion ladder for early retirees
~$30
Capped auto-portability fee · providers pay
$75–150
Per funded roll-in · the destination pays
5–8bps
Levelized income activation · carriers pay

One passport, three stages — providers, destinations, and carriers pay. The participant never pays.

Integrate once, in whatever format you already produce

SFTP drops, nightly extracts, a real API if you have one — we've built our integration factory around the formats recordkeepers and TPAs actually use, because asking 300 providers to adopt a new standard is how this problem stayed unsolved for twenty years.

$7,000
SECURE 2.0 auto-portability threshold — small balances move automatically
~6M/yr
Job changers leaving sub-$7,000 balances behind every year
3,800+
TPAs reachable through shared platform integrations
Days
To onboard a provider — AI-assisted mapping, not months of custom builds

Connect once, reach everyone

The integration factory
  • SFTP files, API, or scheduled extracts — we adapt to your format, not the other way around
  • AI-assisted schema mapping turns sample files into a tested connector in days
  • No point-to-point builds — one connection reaches every other provider on the network
  • Every new provider makes your single integration more valuable

A universal retirement data model

One canonical schema
  • Participants, accounts, plans, and balances normalized — decomposed by money type (pre-tax, Roth, after-tax)
  • Transfer eligibility computed from plan rules — every verdict explainable and versioned
  • Identity resolution with confidence scoring — never a naive SSN join
  • Published as an open standard — an industry vocabulary, not a black box

Compliance built in

Audit-ready by design
  • SECURE 2.0 §120 notices and negative-consent windows generated and tracked automatically
  • Tamper-evident audit trail for every match, notice, instruction, and settlement
  • Bank-grade identity verification before any asset moves
  • Complete audit bundles exportable on demand — for sponsors, auditors, and regulators
For receiving recordkeepers & advisors
Every roll-in is assets under administration you didn't have to win. Plug into the network and consolidations find you.
For source plans & TPAs
Compliance-grade force-outs, missing-participant resolution, and a complete audit trail — without new operational burden.
For payroll platforms
Retirement portability as a native benefit module — triggered by the hire and separation events you already process.

Click through it yourself

Three scenarios, real screens: a job changer with a stranded account, a retiree turning savings into income, and the dashboard a payroll partner sees.

app.retirementanchor.com/passport
SC
Sarah Chen, 34
Software Engineer · Accepting offer at Nexus Health
Separation event · via Rippling
1
2
3
4
5

Your retirement passport is ready

We found 3 accounts linked to your employment history. Review your consolidated balance and portability status below.

Your retirement income gap

Based on your current balances, trajectory, and target retirement age of 65, here's where you stand today.

Total consolidated balance$88,200
Projected monthly income at 65$1,240/mo
Your income target at retirement$3,800/mo
Current income gap–$2,560/mo
Progress to goal
33% funded · Moving your Empower account closes $220/mo of this gap
✓  Good news: Your Empower 401(k) ($58,100) is fully portable. Moving it now preserves your tax-deferred growth and eliminates the $42/yr fee drag.

Initiate your transfer

Choose where to move your Empower 401(k). All options are shown at equal terms — RetirementAnchor earns the same fee regardless of your choice.

RetirementAnchor will generate the transfer instruction, submit it to both custodians, and notify you when assets land — typically 5–7 business days. You pay nothing for this service.

Review and confirm

By confirming, you instruct RetirementAnchor to facilitate this transfer. You are directing this action — we execute your instruction. No advice is being given.

Transfer typeDirect rollover (pre-tax)
Amount$58,100.00
FromEmpower · Stripe 401(k)
ToFidelity · Nexus Health 401(k)
RetirementAnchor fee$0 to you — paid by the destination provider
Tax consequenceNone — direct rollover
Estimated completion5–7 business days
This is not financial advice. RetirementAnchor is a non-fiduciary infrastructure platform. You are directing this transfer. Consult a financial advisor for personalized advice.

Transfer initiated

Your Empower 401(k) is on its way to Fidelity. Your passport will update automatically when assets arrive — typically within 5–7 business days.

Status✓ In transit
Amount moving$58,100
Income gap closed+$220/mo at 65
Fee drag eliminated$42/yr saved
Step 1 of 5
app.retirementanchor.com/income-activation
MT
Michael Torres, 64
Operations Director · Retiring from Meridian Partners
Retirement flag · Gusto payroll
1
2
3
4

Your retirement portfolio — consolidated

We've consolidated your accounts from across your career. Here's your full picture, ready for income activation.

$412,000
Total consolidated balance
64
Current age — income activation available
30 yrs
Planning horizon (to age 94)

Your retirement income picture

Here's what your income looks like today — and the gap we'll help you close with guaranteed income options.

Social Security (estimated, claiming at 67)$2,480/mo
Portfolio income at 4% withdrawal rate$1,373/mo
Current total income estimate$3,853/mo
Your target monthly income$5,500/mo
Gap to close–$1,647/mo
Funded vs. goal
Converting 60% of your portfolio to a SPIA would close this gap entirely, bringing guaranteed income to $5,600/mo. The next screen shows every option side by side.

Your income options

All options shown at identical terms. RetirementAnchor earns the same fee regardless of your choice. You choose — we execute.

Option A
Guaranteed income now
$5,620/mo
Convert $247,200 (60%) to SPIA. Guaranteed for life — Athene, Pacific Life, or Nationwide shown at equal terms. Remaining $164,800 stays invested.
Option B
Floor now + longevity protection
$4,480/mo → $6,200/mo
$82,400 (20%) to QLAC starting at 80. $329,600 in managed payout now. Income jumps significantly at age 80 when QLAC begins.
Option C
Fully flexible withdrawal
$3,853/mo
No annuity purchase. Managed payout at 4% sustainable rate. Platform tracks RMDs and monthly income vs. projection. Full liquidity retained.
RetirementAnchor earns 5–8bps on assets guided — identical across all options and carriers. We have no financial preference for any option.

Income activation initiated

Your SPIA application has been submitted to three carriers simultaneously. You'll receive quotes within 24 hours and have 30 days to finalize.

Strategy selectedOption A — SPIA
Premium amount$247,200
Guaranteed monthly income$5,620/mo for life
Carriers quotingAthene, Pacific Life, Nationwide
RetirementAnchor fee$250 activation fee (carrier-paid)
Remaining invested$164,800
Step 1 of 4
partner.retirementanchor.com/gusto/dashboard
Gusto · Partner Dashboard

Employee Retirement Health

Premium module · Active Live
!
3 employees have stranded retirement accounts from former employers totaling $142,800. RetirementAnchor has sent passport activation links. Awaiting action.
847
Active passport holders
↑ 23 this month
73%
Avg retirement health score
↑ 4pts vs last quarter
$3.2M
Assets guided this quarter
↑ $840K vs Q3
94%
Employees with active passports
Best-in-class benchmark: 80%
Recent employee activity
JR
Jamie Rodriguez
Passport created · 2 accounts linked · $94,200 consolidated
AK
Aisha Kamara
⚠ Stranded account detected · $58,400 at former employer · Link sent
DL
Daniel Lee
Transfer completed · $82,100 moved from Empower · Income gap closed ↓$340/mo
SW
Sandra Williams
Retirement flag detected · Income activation link sent · Awaiting action
Stranded balances resolved (Q4)
17 transfers · $642K
Funded by destination providers · Your platform cost: $0
Employee benefit value delivered
$3.2M
Assets guided to better outcomes · 0% to employees

We're signing the first partners now

The first providers on the network get the most leverage from it — and the most say in how it gets built. Payroll platforms, carriers, recordkeepers: talk to us. Investors: we're raising our $7M seed.

For payroll providers & HR platforms

Gusto Rippling TriNet ADP

Embed RetirementAnchor as a native retirement portability module — zero engineering lift on your side. One integration, thousands of employees get guaranteed income visibility.

  • Single API integration, fully white-label capable
  • Zero platform cost to you — transfer economics are paid by destination providers
  • Employees get a premium benefit you didn't have to build
  • SECURE 2.0 §120 compliance handled by our legal architecture
  • Real-time dashboard showing employee retirement health

Schedule a partner call →

For investors

RetirementAnchor is raising a $7M pre-seed/seed. Delaware C-Corp. SAFE or priced equity. It funds year one — the first ten provider integrations, SOC 2 + ERISA compliance certifications, and the first 5,000 transfers: the network metrics the next rounds are priced on.

$7M
Seed raise · now
$3.1B/yr
Connectivity TAM
$240M
Year-5 revenue plan
80%
Blended margin by Y5