Outsourcing Automatic Rollovers Strengthens Core Recordkeeping Functions

September 10, 2018
Terry Dunne, SVP and Managing Director - Retirement Services

A rapidly evolving regulatory environment is galvanizing change in the retirement industry. Greater regulatory scrutiny is changing the way some service providers approach automatic rollover services. Instead of providing the services in-house, they’ve begun to outsource rollovers to firms that specialize in servicing small balance accounts.