Before you move your retirement money, know your options.
A quick, educational checkup for people navigating an old workplace plan, job change, layoff, or retirement transition.
No account balances, plan numbers, or sensitive financial information.
Your path, clarified
A simple education-first framework
Check
See what you know today.
Understand
Explore the questions that matter.
Move forward
Choose your next educational step.
What you receive
Clarity for the questions before the decision.
NestCheck does not tell you what to do with a retirement account. It helps you organize the choices and conversations worth having.
A Retirement Score
A quick readiness prompt based on your answers.
An options checklist
Questions to investigate about workplace-plan choices.
An optional review
Request a 15-minute educational conversation.
Your retirement score
Take the 2-minute checkup.
Four non-sensitive questions. No account details. No pressure to make a change.
Do you know where each of your current and former workplace retirement plans is held?
This can include 401(k), 403(b), 457, TSP, pension, or IRA accounts.
Optional next step
Request a 15-minute Retirement Rescue Review.
Bring your score and the questions you want to understand. We’ll focus on education and the next questions to investigate.
No sensitive information
Please do not submit balances, account numbers, or Social Security numbers.
Education first
An optional review is not a personalized recommendation or required next step.
For organizations
A clear next step for teams in transition.
Offer an educational “What happens to my retirement plan when I leave a job?” workshop for HR teams, unions, schools, municipalities, churches, and community groups.
Discuss a workshopA practical, employee-friendly format
- Understand workplace-plan choices after a transition.
- Learn the questions to bring to qualified professionals.
- Give attendees a private, optional Retirement Score checkup.
Important disclosure
NestCheck provides general educational information to help you understand questions and retirement-plan choices. It does not provide individualized investment, financial, tax, or legal advice; does not recommend specific securities, insurance products, annuities, or account actions; and does not guarantee outcomes. Any decisions should be made based on your own circumstances and, when appropriate, with qualified professionals.