The process of moving one retirement account to another. Usually account rollovers need to be handled in a certain way to avoid taxes and/or penalties.


A type of employer-sponsored defined contribution plan that allows an employer to make contributions to an employee’s account from a company’s annual profits, although an employer is not required to make contributions in any given year.

Solo 401k

A version of a 401(k) available to solo-entrepreneurs that allows you to contribute to the plan using both your personal and business income, without subjecting your company to the requirements of ERISA. This plan is only available to small business owners with no employees other than themselves and their spouse.