Successful Rollovers - What plan sponsors should know about automatic rollovers - and where to find help

October 1, 2014

This article was featured on Terry Dunne participated in a round table discussion of plan sponsor best practices for handling terminated, missing and lost plan participants. Mr. Dunne, along with other panel participants from WMSI, Inspira and The Bancorp Bank, discussed how adding automatic rollover provisions to a retirement plan can help plan sponsors. They also identified characteristics of a good partner and IRA provider for rollovers from Defined Benefit and Defined Contribution plans.