RSI In The News

RolloverSystems Introduces Institute of Accredited Rollover Solutions.

Working to increase the adoption and effectiveness of retirement plan rollover management programs, RolloverSystems, LLC. (RSI), an independent provider of rollover services for retirement plan sponsors, third party administrators (TPAs), advisors and their terminated plan participants, will introduce the Institute of Accredited Rollover Solutions on June 14th.

The Institute, which RSI will unveil at the national conference of the Society of Professional Asset-Managers and Record Keepers (SPARK), will raise awareness and professional standards in the important area of retirement plan administration. Specifically, it will teach attendees how to implement rollover programs that manage their retirement plan sponsor clients’ costs and risks and enhance participants’ retirement readiness.

Attendees, who will earn continuing education credits and the designation of Certified Rollover Providers, will also learn how rollover programs can help build their own practices.

“Rollovers will reach an estimated $2 trillion by 2013, about seven times greater than today, which represents an enormous opportunity for TPAs and their advisors,” said Spencer Williams, President and CEO of RSI.

“As plan sponsors increasingly look for solutions to this challenge, certification from the Institute will signal that a TPA has the knowledge and capabilities to implement successful rollover services,” said Williams.

The Institute will examine:

• Effects of legislation on the industry and plan design;
• Operational costs to plan sponsors and TPAs;
• Tools and processes that TPAs can use to help advisors build their wealth management practices; and,
• Participant communications and retirement readiness.

Presenters will include leading TPAs, advisors, consultants and industry professionals.

About RolloverSystems, LLC.

Charlotte-based RolloverSystems, LLC. (RSI) is an independent provider of rollover services for retirement plan sponsors, third party administrators, advisors and their terminated plan participants. RSI specializes in helping retirement plan sponsors provide retirement support to participants providing education on retirement options, access to an independent array of rollover options from leading marketplace IRA providers, and assistance with rollover, transfer or distribution processes through its Retirement Center. All terminated participants in a plan – regardless of account balance – receive this high-level of support, a service that is especially valuable to participants who otherwise would not have access to professional guidance.