401(k) rollover and consolidation services

Changing jobs or retiring? Unsure what to do with your old 401(k)? Elevations Credit Union offers personalized 401(k) consultation services to help you understand your options. From rollovers and transfers to account consolidation and IRA conversions, our LPL‡ Financial Advisors are here to make your transition seamless and financially smart.
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Schedule your 401(k) consultation today

Whether you're switching jobs or planning for retirement, our team is ready to help you take control of your future. Schedule a free consultation with one of our experienced financial advisors today. 

Schedule a 401(k) consultation

Commonly Asked Questions

  • A 401(k) rollover allows you to move your funds from a previous employer's retirement plan into a new plan or IRA without penalties or taxes, as long as it's done correctly.

  • Yes! We can help you consolidate 401(k) accounts to simplify your retirement planning and ensure more efficient investment management. 

  • Our advisors can walk you through your 401(k) investment options, including funds tailored to your risk tolerance, timeline and retirement goals. 

  • When done as a direct rollover or trustee-to-trustee transfer, there are typically no taxes or penalties.

  • While both involve moving funds, a rollover usually refers to moving funds between different account types (like 401(k) to IRA), while a transfer typically occurs between similar types of retirement accounts.

How can we help you?

Contact us Find a location Frequently asked questions

Give us a call at (800) 429-7626 | Routing #307074580

‡ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Elevations Credit Union name and Elevations Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Elevations Wealth Management Services and may also be employees of Elevations Credit Union These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Elevations Credit Union or Elevations Wealth Management Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed 
Not Credit Union Deposits or Obligations
May Lose Value

Elevations Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

For additional information, please visit www.lpl.com/CRS.