Redefining Retirement Outcomes
New Opportunities:
How Best To Rollover Your Retirement Plan

Corporate Solutions

Improve Retirement Outcomes. Our Corporate Resource Center provides distribution and rollover services for the retirement plan industry. This solution helps employees take control of their retirement planning, helps fiduciaries reduce liability and administrative costs, and helps TPAs and Advisors improve client and asset retention.

RolloverSystems (RSI) specialties include automatic rollover (ARO) processing, terminated plan solutions, missing participant services, and personalized participant outreach and education.

Individual Solutions

Control Your Own Retirement. Over the next two decades, more Americans will approach retirement than ever before. Social Security and employer pensions will likely not be enough to provide everyone a secure and comfortable retirement. As the responsibility for retirement planning continues to shift away from government and employers, you need to understand your options.

Fortunately, you have RolloverSystems (RSI). With RSI, you don't just gain access to an array of investment selections, you stay on the path toward your financial goals. Our Rollover Counselors will help by learning about your goals and your specific needs. They provide objective guidance, help you understand your options, and put you in control of your retirement withour rollover services.

Cashout Calculator

Calculator Information
This calculator assumes a tax rate of 30% and IRS penalties of 10%. You can begin taking distributions from IRAs at age 59.5 without penalties.
The High Cost of Cashing Out:
Current Age:
Retirement Age:
Assumed Return Rate: %
Plan Balance: $
info
 
If I Cash Out Now...
I'll Pay Penalties of:
I'll Pay Taxes of:
Taxes + Penalties
I'll have this much left:
   
If I Roll Over...
It will be worth $
at retirement