Learn how Third-Party Administrators Can Help You

Today you deal with multiple distribution processes for multiple record keepers, in-house distribution eligibility mailings to participants, and countless service calls from terminated participants. Let RolloverSystems take those tasks off of your plate so you can retool those resources to grow your business with retirement plan third party administrators (TPAs).

Free-up Resources to Focus on Business Growth

Value to Plan Advisors

• Secure plan relationships
• Secure income stream
• Maximize time and money

Value to Plan Sponsors

• HR benefit to participants
• Increase plan efficiency
• Reduce plan expense
• Decrease exposure to fiduciary risk

With over 70 retirement plan third party administrators already working with RSI, chances are, your competitors use this service to further their business growth goals.

Your New Back Office Team »

• RCAP—RolloverSystems Comprehensive Activation Program
  • Aggregated plan implementation for Advisors and Plan Administrators
  • Customized benefit descriptions and pre-filled “sign here” service agreements mailed to Plan Sponsors on behalf of Advisors and third party administrators
  • RSI conducts form processing, plan implementations, and follow-up

• Implementing plan services
  • Automatic Rollover (ARO) and Safe Harbor IRA setup
  • Participant engagement and notification campaigns on your behalf
  • Distribution processing
  • DOL-compliant terminated plan and missing participant services

• The Retirement Center
  • Licensed counseling center ready to service and guide terminated participants
  • Independent IRA products
  • Full transaction fulfillment support

Questions?

To learn more about our third party administrators program, call:

(866) 827-9608