We're working towards a future where consolidating old retirement accounts is a breeze.
Katie made decision to rollover
If Katie's employer offers her Manifest, she can maximize her retirement outcomes.Family
Career
Lifestyle
Investment
Throwing a birthday party for her kid
Calling her best friend
Preparing an important presentation
Other possible risks
Multiple Accounts
Potential Fees
VS
1
15 days
-$40
Calls during the workday can take two hours including holding @ $20 per hour.1
10mins
Katie does not have to call and set up appointment with provider nor reach out old HR contacts. Manifest will help her hunt down old accounts and connect the designated provider$0
2
10 days
-$1,250
1 in 4 indirect transfers under $15,000 incur a $5,000 tax bill.2
1min
Manifest runs 25+ automated checks to minimize her liabilities.$0
3
15 days
-$40
Calls during the workday can take two hours including holding @ $20 per hour.3
9 mins
Katie can relax let Manifest handle the rest. She will be informed for any issue or follow up actions required. Our registered financial advisor will work with her to continue the transfer.$0
If anything comes up, Manifest's registered financial advisors are ready to support.4
20 days
-$7.50
Drive to the post office for envelopes and postage. At times you'll even have to find a fax machine.4
14 days
Manifest does all of the heavy lifting and tracks your transfer until it successfully completes.$0
We find the fast way to transfer your account. If Katie needs an envelope, we'll mail a prepaid one to her address.After two months worth of climbing a steep learning curve, Katie has completed her transfer. Katie is out of money and time and is left 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 can grow accounts by an additional $8,800.
Create traction
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.
Boost satisfaction
Users thank their employers an average of 6 times for providing Manifest at no cost.