Pulsafi Research · Dataset
401(k) Rollover Provider Matrix
Comparison data for 10 major 401(k) and IRA providers (Fidelity, Vanguard, Schwab, Empower, Voya, Principal, T. Rowe Price, John Hancock, Wealthfront, Betterment), including process times, paper requirements, and IRA types supported.
Coverage
10 major providers
Best for
Rollover decision-making, provider comparison
Methodology
Provider details collected directly from each firm's published rollover documentation and customer service. Process times reflect typical experience; actual times vary by source plan complexity. Updated semi-annually.
Fields included
ProviderCategory (self-directed / robo / employer-plan)IRA types offeredProcess days (typical)Paper-only? (Y/N)ACH support? (Y/N)Free advisor review? (Y/N)
Access the data
Compare rollover paths →Citation
Pulsafi 401(k) Rollover Provider Matrix, primary research. https://www.pulsafi.com/research/401k-rollover-provider-matrix
Primary source