Automatic Rollover IRAs
Since 2005, we’ve provided solutions to accommodate distributions from ongoing, terminated or abandoned defined contribution plans. Our IRAs are designed to comply with the Safe Harbor regulations, Section 657(c) of the Economic Growth and Tax Relief Reconciliation Act of 2001.
Our IRA solution allows you to lower plan costs, reduce liabilities, and focus on current employees.
Reconnect Past Participants with Their Retirement Funds
Let us take care of former participants so you can spend your time managing the plan for active participants. Missing or non-responsive former 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 former employees while preserving the tax-deferred status of their retirement savings.DOL Requirements
Working with the Best
Our clients view us an ally who goes above and beyond to provide solutions to their ever-changing retirement plan needs.
We work with plan sponsors, recordkeepers, TPAs payroll providers and financial services companies. We also team up with other professionals including financial advisors and employee benefit and bankruptcy attorneys.Meet your team