Often cross border professionals accumulate pensions and retirement assets in multiple countries.

If you are a foreign national who has worked in the U.S. and have a 401k, we can help you.

How we help

If you’ve left the United States and no longer have a U.S. address it becomes very difficult. Many U.S. IRA providers don’t want to open accounts for anyone without a U.S. address – that’s where we can help you.

401k and IRA Rollovers

If you are a US Citizen, or have worked in the US, and accrued funds in a 401k you may find it difficult to get advice on your pension if you now reside outside of the USA.
We have a solution for you, as you may want to consider other options, such as rolling it into an IRA.

Non U.S. Residents Investment services

Whether you’ve been offshore for a day or a decade, we can help with free, unbiased information that allows you to make informed financial decisions.
If you have built up a UK pension and are now living in the US you may benefit from transferring your pension into a QROPS, which represents a way for non-UK residents to move their UK pension pots overseas. QROPS can be used by US residents to gain access to their UK pension funds.

We show you the advantages of moving your 401k to an IRA

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We can help you if you are:

A US national who has worked in the UK and is moving back to the US.

A Foreign national moving to the US.

A US national living outside the US.

It is essential to understand your cross border finances and develop a relationship with an adviser that understands your cross border needs. Retirement assets such as Pensions and 401k should be managed by an adviser with expertise in cross border financial planning.

It’s time to take control of your 401k

Contact us to learn how to take control of your 401k as a U.S. connected person living abroad.


    Better Investment Choice

    Lower Costs

    Flexibility for Withdrawals

    More Control

    Wealth Transfer Advantages

    Fewer Restrictions

    What we offer

    We offer a solution to improve your future returns and flexibility.
    We offer cross border expertise access to a cost-effective, relatively robust turn-key solution to help you rollover your 401k to an IRA.

    Many cross border professionals working in the U.S. have a 401k, when they leave to return home they forget to roll it into an IRA. That could be a big mistake!
    Most cross border professionals think the only options available to them are to let the 401k sit unattended until it’s time to evaluate their retirement options.


    The main advantages of rolling over a 401k to an IRA:

    Better Investment choice

    Your 401k is likely limited to a small sample of the investment options that are available. However, with an IRA, most types of investment are available to you, including not just mutual funds but also individual stocks and exchange-traded funds (ETFs). Having more options can help you develop a better long-term strategy for your retirement savings.

    Lower Costs

    Depending on your 401k plan, there may be lower-cost fund options in an Individual Retirement Account (IRA).

    Fewer Restrictions

    Understanding your 401k is not easy – each company has a lot of flexibility as to how they set up the plan. IRAs are standardized by the IRS.

    Flexibility For Withdrawals

    Rolling your money into an IRA will enable you to manage your withdrawals and taxes you’ll pay on them. In addition IRAs could offer more flexibility in determining which assets to liquidate vs a 401k which typically take an equal amount out of each of your investments.

    More Control

    If you find that a fund in your 401k is not performing well, you may not be able to find another investment option to switch to as easily as you can with an IRA.

    Wealth Transfer Advantages

    Upon your death, there’s a good chance that your 401k will be paid in one lump sum to your beneficiary. An IRA generally allows you to name multiple beneficiaries—or even a trust as a beneficiary.

    At the end of the day there are pros and cons to both the 401k and IRA models.
    Our process will help you determine if the IRA platform is the right option for you.

    We will be glad to talk to you about your options.

    Can We Help With Your 401k?

    If you want to learn more about how to complete a rollover…