We're working towards a future where consolidating old retirement accounts is a breeze.
Katie made a decision to rollover
If Katie's employer offers her Manifest, she can maximize her retirement outcomes.
Throwing a birthday party for her kid
Calling her best friend
Preparing an important presentation
Other possible risks
-$40Calls during the workday can take two hours including holding @ $20 per hour.
10minsKatie does not have to call and set up an appointment with a provider nor reach out to old HR contacts. Manifest will help her hunt down old accounts and connect with the designated provider.
-$1,2501 in 4 indirect transfers under $15,000 incurs a $5,000 tax bill.
1minManifest runs 25+ automated checks to minimize her liabilities.
-$40Calls during the workday can take two hours, including holding @ $20 per hour.
9 minsKatie can relax and let Manifest handle the rest. She will be informed of any issues or follow-up actions required. Our registered financial advisor will work with her to continue the transfer.
$0If anything comes up, Manifest's registered financial advisors are ready to support you.
-$7.50Drive to the post office for envelopes and postage. At times you'll even have to find a fax machine.
14 daysManifest does all the heavy lifting and tracks your transfer until it completes.
$0We find a fast way to transfer your account. If Katie needs an envelope, we'll mail a prepaid one to her address.
After two months of climbing a steep learning curve, Katie has completed her transfer. Katie is out of money and time, wondering why she bothered.
Katie's consolidation journey was easy and stress-free, thanks to Manifest. She's very thankful for having an employer who cares for its employees' future like hers.
Make an impact
Over 15 years, consolidation can grow accounts by an additional $8,800.
Our application has helped hundreds of participants and transferred millions in assets.
Reduce cash outs
Manifest reduces cash outs by 50% and moves an average of 2.8 old accounts for users.
Users thank their employers an average of 6 times for providing Manifest at no cost.