Don't Leave Your 401(k) Behind!

Build it into your free, comprehensive retirement plan.

  • FREE Comprehensive Retirement Planning

  • Tax Planning

  • Investment Planning

  • Income Planning

RA Integration
RA

Personalized Rollover Plans For

Fiduciary Guidance, Lower Costs, And Hands-On Support So You Can Focus On Patient Care.

Free Review • No Obligation • Secure & Confidential

How It Works

Easy 4 Step Process

(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

What you get
when you rollover

  • 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)

Why this matters
to healthcare professionals

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 

What makes Retirement Architects different

  • 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.

Our Reputation

Cost & fee
transparency

  • Simple advisory pricing

  • Side-by-side comparison: VOYA plan fees vs. Retirement Architects’ management fees

  • Financial planning for wealth management clients

Fiduciary guidance, tax-safe transfers, and clear investment mapping.
All done for you!

Cost & fee
transparency

  • Simple advisory pricing

  • Side-by-side comparison: VOYA plan fees vs. Retirement Architects’ management fees

  • Financial planning for wealth management clients

Fiduciary guidance, tax-safe transfers, and clear investment mapping.
All done for you!

Cost & fee
transparency

  • Simple advisory pricing

  • Side-by-side comparison: VOYA plan fees vs. Retirement Architects’ management fees

  • Financial planning for wealth management clients

Fiduciary guidance, tax-safe transfers, and clear investment mapping.
All done for you!

Cost & fee
transparency

  • Simple advisory pricing

  • Side-by-side comparison: VOYA plan fees vs. Retirement Architects’ management fees

  • Financial planning for wealth management clients

Fiduciary guidance, tax-safe transfers, and clear investment mapping.
All done for you!

FAQs

Should I ever keep the former 401(k)?

Sometimes — we’ll evaluate plan fees, investment quality, legal protections, and employer retirement features to recommend the best option for you.

Will I lose creditor or bankruptcy protections?

We’ll explain protections that apply to each rollover option and advise when keeping the old plan may be preferable.

How long does the transfer take and what paperwork is required?

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.

Are my accounts secure?

Yes. We use industry-standard encryption, and undergo regular audits.