To get started, simply sign our Automatic Rollover Services Agreement.Service agreement
Take care of past employees and spend your time managing the plan for active participants. Missing or non-responsive past employees can be a drain on resources, impairing effective plan administration and exposing you to additional fiduciary risks. Automatic Rollovers were created to provide an easy way for retirement plans to remove costly, small balance accounts of past employees while preserving the tax-deferred status of their retirement savings.DOL requirements
We accommodate distributions from ongoing, terminated or abandoned defined contribution plans. Our IRAs fully comply with the Safe Harbor regulations, Section 657(c) of the Economic Growth and Tax Relief Reconciliation Act of 2001.
Lower plan costs, reduce liabilities, and focus on current employees.Learn more
Our services function as an extension of your business so you can be more resourceful and responsive.
We work with:
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