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401k Rollovers

401k Rollovers

Open the door to more investment options:  You can typically access significantly more investment options that are not available through your former and/or current employer’s 401(k) plan.  Why not have access to thousands of investments rather than just 10-20 from a limited 401k menu?

Your money can continue growing tax-deferred.  There are no tax penalties to rollover your 401k into an IRA.  Setting up an IRA is free.

  •  Most 401Ks only offer mutual funds for their investment choices.  Mutual funds tend to have higher investment fees than ETFs or no fee individual stocks and bonds available in an IRA.

Since you have the entire publicly-traded investment universe available to invest in through an IRA, your portfolio can be precisely customized to your unique circumstances.

Some 401k plans charge administration and overhead fees.  There are no fees when you roll a 401k into an IRA, though you will pay an investment advisory fee if you work with us.

The fee savings from rolling over a 401k can offset the cost of having your investments professionally managed and eliminate the worry about how to do it yourself!  Our fees are fully transparent and we will walk you through the math so you can make an informed decision on any fee differences. 

You may be able to consolidate several retirement accounts into a single rollover IRA to simplify the investment management and have a cohesive strategy in place.

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Managing Your 401k

If you have a 401k at your current job, we can help.  Tell us about your goals, time horizon, and risk tolerance.  We will research your investment choices and design the optimal portfolio allocation.  We continually monitor your plan’s investments for performance and offer guidance on rebalancing.  Since your 401k is likely your biggest asset and your ticket to a comfortable retirement, you can’t afford to get it wrong.  Let the professionals at NovaDius help guide you to success.

Elliott Homan

Vice President of Operations and Advisory Services

My Story:

Like many in our field, I was initially drawn to financial planning by the numbers. But what’s kept me here is the people. Over the years, I’ve seen how easily financial guidance can become disconnected from the lives it’s meant to serve. I wanted to be part of a firm where relationships come first—where we know our clients well enough to anticipate their needs, not just react to them. Novadius is that firm.

Why Novadius:

I joined Novadius to be part of something different. We started this firm to challenge the status quo of an industry where promises often go unfulfilled—firms claiming to offer “customized plans” and “deep client relationships” while managing hundreds or even thousands of accounts. That’s not us. At Novadius, we limit the number of clients we work with so we can deliver on what we promise. Every plan is tailored, every strategy is intentional, and every relationship matters. We treat our clients the way we treat our families—because that’s how it should be.

Family:

I live in Fairway, Kansas with my wife Michelle, our son Henry, our daughter Elizabeth, and our dog Rush.

Hobbies:

Outside of work, I enjoy spending time with family and friends. I’m also proud to serve on the Finance Committee at our church.

Education & Certifications:

  • B.S. in Accounting and Business Administration with a minor in Communication Studies, The University of Kansas
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Series 65 License
  • Life & Health Insurance License
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