Improve Retirement Outcomes. Our Corporate Resource Center provides distribution and rollover services for the retirement plan industry. This solution helps employees take control of their retirement planning, helps fiduciaries reduce liability and administrative costs, and helps TPAs and Advisors improve client and asset retention.
RolloverSystems (RSI) specialties include automatic rollover (ARO) processing, terminated plan solutions, missing participant services, and personalized participant outreach and education.
Control Your Own Retirement. Over the next two decades, more Americans will approach retirement than ever before. Social Security and employer pensions will likely not be enough to provide everyone a secure and comfortable retirement. As the responsibility for retirement planning continues to shift away from government and employers, you need to understand your options.
Fortunately, you have RolloverSystems (RSI). With RSI, you don't just gain access to an array of investment selections, you stay on the path toward your financial goals. Our Rollover Counselors will help by learning about your goals and your specific needs. They provide objective guidance, help you understand your options, and put you in control of your retirement withour rollover services.
This calculator assumes a tax rate of 30% and IRS penalties of 10%. You can begin taking distributions from IRAs at age 59.5 without penalties.