Record the details of an employer retirement plan.
Existing employer plans
401(k) tracker & rollover plan
An old plan deserves a fresh look.
Understand an existing 401(k) before deciding what comes next.
Plan recordsEmployer matchRollover questions
Review contributions and employer match information.
Organize documents, questions, and possible next steps.
401(k) tracker & rollover planIllustrative view
Existing plan
Record the details of an employer retirement plan.
Contributions, without an assumed return
$250
$250 each month. 1 month of contributions.
A plan worth revisiting
Employer planKeep account records together
01ContributionsKnow what you have put in
$250Next conversationTiming, income, and tax questions
03Illustrative contributions, not returns or contribution limits.
ZetNode does not open or administer employer 401(k) plans. Rollover decisions can affect fees, protections, investments, and taxes. Read disclosures
401(k) tracker & rollover plan / A closer look
Your contribution. Your employer's.
Understand an existing plan before making a rollover decision. No plan is opened or transferred here.
Existing planContribution pictureRollover readiness
401(k) tracker & rollover planIllustrative example
Your contribution. Your employer's.
Separate your contributions from an assumed employer amount in an existing plan. Actual match and vesting rules depend on that plan.
Your contributions$3,000Assumed employer contributions$1,200
12 months of contributions$4,200
$350 per month multiplied by 12. No investment returns included.
Illustrative USD amounts, not contribution limits or tax-eligibility advice. Tracking does not open a 401(k) or initiate a rollover.
From here to your account
A clear path forward.
Bring together your employer plan, contribution rate, employer match, and allocation. Keep rollover questions organized for a professional conversation.
Continue with 401(k) tracker & rollover plan- 01
Gather plan statements
- 02
Record contributions
- 03
Compare available choices
- 04
Review with a professional
A little more clarity
Good questions.
Straight answers.
Does ZetNode open a new 401(k)?
No. This product tracks an existing employer plan and supports rollover planning.
Make room for what comes next
Make time for your future.
Your accounts, your records, your next conversation. Start with the full picture.