RolloverRadar

RolloverRadar is a mobile + web app that guides people through the messy, high-stakes transition from employer plans (401(k)/403(b)) into an IRA or new workplace plan. It focuses on the real-world failure points: hidden fees, bad fund lineups, missed deadlines, tax withholding mistakes, and paperwork errors that trigger penalties. Users connect accounts (or upload statements), then the app produces a step-by-step rollover checklist tailored to their situation, with plain-English explanations and “red flag” warnings. It also tracks tasks, call notes, and required documents, and generates scripts for talking to plan administrators. This is a combination traditional + AI app: AI helps classify statements, detect fee/expense ratio landmines, and draft rollover instructions, but the core product is deterministic rules and compliance-safe checklists. The goal is fewer costly mistakes, not market-beating advice.