Find 401k plan sponsor help

Reduce your administrative burden, fiduciary liability and plan management expenses

Our experience has shown that when the percentage of terminated participants exceeds 5% of the plan’s total participants, the consequences become evident.  Plan-related costs rise, fiduciary risk increases and participants lose control of their retirement readiness.
With RolloverSystems, 401k plan sponsors can quickly implement a systematic means to improve your plan efficiency.

Increase Participants’ Retirement Readiness
Decrease Fiduciary Exposure to Risk
Increase Plan Efficiency

Plan Sponsors Can Reduce Plan Costs

• Full-service Automatic Rollover (ARO) with your choice of Safe Harbor IRA products
• RolloverSystems Retirement Center is responsible for support and distribution calls, enabling you to focus on your active employees

Plan Sponsors Will Reduce Exposure to Fiduciary Risk

• Former employees transition out of your plan and take control of their own retirement decisions
• Independent Rollover Counselors help your participants make their own educated and informed decisions
• Solutions for all participants with all balances

Plan Sponsors Can Increase Participant Retirement Readiness

• Education about retirement choices
• Access to independent investment solutions from many top providers
• Full transaction and distribution support

Participant Support Services

RolloverSystems participant outreach

• Best practice educational material inviting your participants to take control of their retirement planning
• WealthConnect™ online retirement planning guide and toolkit

The Retirement Center

• Licensed Rollover Counselors ready to counsel your terminated participants
• Open 8am to 7pm eastern time, Monday through Friday
• Complete online transaction support 24/7

Full participant processing

• SAS 70 certified distribution processing and privacy control
• DOL compliant terminated plan and missing participant services