Who We Are
RolloverSystems is America’s only independent fully-integrated platform designed to manage and execute end-to-end terminated participant services for retirement plan sponsors. Founded in 2001, Charlotte-based RolloverSystems works with more than 7,000 retirement plan clients containing more than 850,000 participants and processes $1 billion in participant transactions annually. Its team of licensed Retirement Center counselors provides assistance to terminated participants of all balance sizes with education, access to objective investment choices and transaction facilitation. RolloverSystems also specializes in plan termination assistance, automatic rollover (ARO) and missing participant services.
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