Best practice for changing 401(K) providers

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jeffcarp

05 Aug, 2026 05:33 PM

My 401(K) is switching from ADP to Empower. What is the best practice within Moneydance for handling this?

Should I add the Empower funds to my existing Moneydance 401(K) account, sell the ADP funds in the account register and buy the Empower funds in the same account register? Or should I create a completely new account in Moneydance?

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