With Plan Termination and Automatic Rollover (ARO) services, plan fiduciaries can breathe easier knowing that RolloverSystems guides you through your legal and compliance requirements. We understand how each plan’s unique setup requires different procedures and we can shoulder as much (or as little) of that burden as you need.
Missing Participant Locating Services
With our outreach program, we can take additional steps for locating hard-to-reach participants:
- We will first reach out to all participants through our Standard Participant Communication, utilizing as needed Experian and National Change of Address Services to find the best addresses.
- For those whose mail is returned to us undeliverable, we will attempt to find additional mailing addresses using a more exhaustive participant location search through various national address databases.
- We will document a second outreach via USPS Certified Mail with Return Receipt.
- For further research, RSI will reengage outreach services using new information obtained through other resources available to us, before Plan Termination and Auto Rollover.