How it works
Every box you tick is stored in your own browser. Close the tab, come back next week, and the rail picks up exactly where you stopped. There is no account to create and no personal detail to hand over.
The checklist is informational only. It helps you track tasks and does not replace advice from a qualified professional. For the tax side, see our notes on rollover tax treatment.
Mark an item done once you have reviewed your old 401k fees, confirmed your vesting schedule, or compared rollover options.
Completed items stay marked the next time you open this page in the same browser.
Clearing browser data or using the reset control at the bottom of the page gives you a blank slate.
Job change checklist
Work through the list at your own pace. Your ticks are saved in this browser only, so you can close the tab and come back later.
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Every box you tick is saved in your browser's local storage under a key that belongs to this site. Nothing is uploaded, no account is created, and we never see which steps you have completed.
That also means the list is tied to this browser and this device. If you switch phones, use a private window, or clear your browsing data, the checked boxes will be gone.
Resetting untracks the saved boxes in this browser only. It does not touch your retirement accounts, your 401(k) or IRA balances, or any record held by a plan provider or custodian.
A job change often pauses your payroll deferral for a few weeks. Those missed paychecks are the easiest part of retirement savings to lose track of, and the hardest to rebuild later.
This site is informational only. It does not provide financial, investment, or legal advice. Talk to a qualified professional about your situation.