Automatic Rollover News - July 2016

July 28, 2016

Now is a great time to clean up your retirement plan! Read how a mid-year review is an excellent opportunity to clean up any terminated missing/non-responsive plan participants. Learn more about the importance of helping plan participants understand the rules that may apply to 401k plan assets that are inherited and some of our recent new services, like e-signature and our unclaimed retirement funds search tool.