Old job, layoff, company merger, forgotten statement, no login, no clue where to start. We help you figure out where the account may be, who to contact, and what questions to ask before anyone gets near your money.
Most people do not lose their retirement money. They lose the paperwork, login, old employer contact, or plan administrator trail. The goal is to rebuild that trail without handing over sensitive info to a random website.
Old employer, dates worked, possible recordkeeper, state, name changes, and any statement or email you still have.
DOL lost-and-found resources, PBGC, abandoned plan search, Form 5500 filings, state unclaimed property, HR, and recordkeepers.
Leave it, roll it, transfer it, use it for income planning, or do nothing. The right answer depends on the person, not a one-click pitch.
Beagle’s site is clean and simple. The upside is speed. The downside is it pushes hard into hidden-fee, rollover, and loan messaging fast. Our angle should be different: free value first, no sensitive info up front, then a plain-English review if there is actually money to talk about.
Fees matter. But if you are near retirement, the bigger question is: what is this account supposed to do for you?
The intake should create a lead, score it, and route the person based on urgency, age, balance, retirement timeline, and account type.
Start the intakeHot if they are near retirement, have a meaningful balance, gave a phone number, or need income soon.
Give them the official places to check so they get value even before a call.
If money is found, move them into a rollover/income review with Dustin, not a generic call center script.
Tag old 401(k), old 403(b), pension, laid off, retiring soon, high balance, and nurture so follow-up is clean.
Not yet. No public website should pretend it can magically confirm every private 401(k), 403(b), pension, or IRA without official verification. This intake collects clues and points you to the proper search path.
Because we do not need it to start. The first step is figuring out the likely employer plan, recordkeeper, or official database. If an official administrator later needs identity verification, that should happen through the official source.
Then you should compare your options before moving it. Sometimes staying put is fine. Sometimes a rollover makes sense. Sometimes the bigger issue is retirement income, not just account location.
The finder intake and search map are free. If you want Dustin to review your retirement-income options after money is found, that is a separate conversation and you decide whether it is worth your time.