If your business has moved, merged, or closed, your old 401(k) or retirement plan may still be open behind the scenes. We help you take back control, complete the paperwork, and close the loop — cleanly and correctly.
Resolve Your Former Business Retirement Plan — Clearly and Confidently.
Retirement plans don’t automatically close when a business transitions.
They can remain active — sometimes for years — without your awareness.
This can lead to:
Surprise administrative fees
Delays when accessing or rolling over funds
IRS or custodian complications
The plan being flagged as abandoned
We prevent that.
We provide the clarity and steps needed to finish the plan properly — so you can move forward with confidence.
Why this matters…
What We Do…
When a business transitions, the retirement plan often gets left behind.
If the plan isn’t formally closed or rolled over, it can create:
Unnecessary fees
Administrative complications
IRS compliance issues
Risk of the plan being classified as abandoned
We step in and resolve that.
Resolve401 provides retirement plan status verification and closure support — ensuring your plan is properly handled, documented, and concluded.
No investment sales.
No financial advising.
Just clarity, documentation, and peace of mind.
Our Services
01
Plan Status Review | $450 Flat Fee
We:
Identify the custodian or recordkeeper
Confirm whether the plan is open, terminated, or orphaned
Provide a clear written summary of the next steps
Delivered in plain language, without industry jargon.
02
Plan Closure Support | Optional
This ensures:
Nothing is missed
All records are properly documented
The plan is fully and officially closed
Fee varies by complexity.
03
Rollover Support — Optional
If funds need to move to your existing retirement accounts, we coordinate the transition with a fiduciary professional upon request.
No commissions.
No sales pressure.
No product pushing.
Just clean, compliant execution.
Who We Help…
We work with professionals who have transitioned from one business identity to another, including:
Physicians & medical practices
Dentists & specialty clinics
CPA and accounting firms
Attorneys and professional corporations
Family-owned and closely held businesses
If your business changed — and your retirement plan didn’t follow — we can resolve it.
How It Works…
1 | Schedule Your Plan Review
We gather basic details of your former business entity.
2 | We Locate and Verify the Plan For You
We contact the plan’s custodian to confirm its status.
3 | You Receive Clear Guidance
You get a concise written summary and recommended next steps.
4 | (Optional) We Assist With Closure
We help finalize the plan with proper documentation.
What You Gain…
Confidence everything is properly closed
Clarity on where your retirement funds are
Protection against future admin or IRS issues
A clean end to an old business chapter
Peace of mind and closure
Certainty, Completion, and Control.