Automatic Rollover Savings Calculator

Calculate Potential Savings

Accounts with small balances can be costly and drain plan resources, which can negatively impact participants in the plan with larger balances. Utilize our Automatic Rollover Savings Calculator to help illustrate your potential savings if you were to remove and roll over former employees with small balances. By taking action on these accounts, you may not only reduce your costs and fiduciary responsibility but also help former employees stay connected to their retirement savings.

1
To Start,
Pick Plan Type
2
Enter
Plan Size
Total Participants in Plan:
Total Current Employees in Plan:
3
Provide
Plan Information
Annual Administrative Cost for the Plan:
$
% of Former Employees with Plan Balances under $5,000:
4
Calculate
Potential Savings

Total Potential Savings Per Year

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Receive an email with these results, as well as ways we could help you lower plan costs and reduce fiduciary responsibility while simultaneously promoting retirement readiness.
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This interactive calculator is made available to you solely to demonstrate possible savings and is not intended to provide investment, tax or legal advice. All examples are hypothetical and are for illustrative purposes only. Potential savings calculator assumes that annual administrative costs are allocated equally among Plan participants and may not be representative of your Plan's design or experience. We do not provide any representation or warranty as to the applicability of the calculator to your Plan. We encourage you to seek personalized advice from qualified professionals regarding automatic rollover, IRA and any other issues impacting the Plan.