
FREE Comprehensive Retirement Planning
Tax Planning
Investment Planning
Income Planning
Free Review • No Obligation • Secure & Confidential
(most rollovers complete in 7–21 days)

Quick Eligibility Check
(2 minutes)
Complete our 7 question survey
Rollover Review
RA will analyze your risk profile to design your ideal investment portfolio and confirm rollover timeline


RA Coordinates Account Transfer
RA assists with VOYA plan rollover and new custodian account opening.
RA Provides Ongoing Oversight
24/7 Account access and Performance reporting, proactive rebalancing, tax and retirement planning

Personalized rollover advice from 401(k) to IRA
Coordinate trustee-to-trustee transfers and forms
Map holdings into an efficient, diversified lineup
Fee review and cost-saving recommendations
One-on-one employee counseling available (phone or Zoom)
Your work is demanding; managing retirement shouldn’t be. When your clinic’s plan terminates, you have a choice. A rollover to Retirement Architects consolidates accounts, clarifies fees, and gives you a tailored investment plan and ongoing fiduciary oversight — all handled with minimal time from you.




Darren Petty, CFP® RICP®
Founder & President
Retirement Architects
We understand physician income cycles, residency-to-attending transitions, and retirement timelines for clinicians.
Cutting edge technology, ai usage & 24x7 dedicated service.
Transparent fees you can understand: No hidden share classes or complicated revenue sharing.
Institutional negotiation: Access to lower-cost funds normally reserved for large plans.
Simple advisory pricing
Side-by-side comparison: VOYA plan fees vs. Retirement Architects’ management fees
Financial planning for wealth management clients
Simple advisory pricing
Side-by-side comparison: VOYA plan fees vs. Retirement Architects’ management fees
Financial planning for wealth management clients
Simple advisory pricing
Side-by-side comparison: VOYA plan fees vs. Retirement Architects’ management fees
Financial planning for wealth management clients
Simple advisory pricing
Side-by-side comparison: VOYA plan fees vs. Retirement Architects’ management fees
Financial planning for wealth management clients
Sometimes — we’ll evaluate plan fees, investment quality, legal protections, and employer retirement features to recommend the best option for you.
We’ll explain protections that apply to each rollover option and advise when keeping the old plan may be preferable.
Typical rollovers complete within 7–21 days. We will help prepare and submit all forms and coordinate with your plan administrator — most clients only sign a couple of documents.
Yes. We use industry-standard encryption, and undergo regular audits.