RSI In The News
RolloverSystems Named as Finalist in 2009 American Business℠.
RolloverSystems LLC., an independent provider of retirement plan rollover services, was named a finalist in the 2009 American Business Awards in the category of best marketing or sales brochure or kit within the financial services industry.
Among the other finalists were large organizations including BMO Capital Markets, John Hancock Annuities, John Hancock Funds, and Sun Life Financial Inc.
The American Business Awards are the nation’s premier business awards program. All organizations operating in the U.S.A. are eligible to submit entries to the ABAs – public and private, for-profit and non-profit, large and small.
More than 2,600 entries from companies of all sizes and in virtually every industry were submitted for consideration in more than 40 categories. The RSI entry was for its retirement plan activation program (RCAP).
"We passionately believe that our services help retirement plan sponsors, third party administrators, and advisors to do their jobs more effectively, and that ultimately helps retirement plan participants prepare better for retirement," said Spencer Williams, RSI’s President & CEO. "We’re extremely proud that the American Business Awards have recognized the excellence of our marketing team’s work in educating and communicating with advisors about these important issues."
RSI continuously manages the rollover process for retirement plan sponsors and third party administrators, providing terminated participants with information about their options upon exiting the plan, access to independent IRA solutions, and transaction assistance during the rollover process.
For plan sponsors, this means fewer terminated accounts remain in the plan, which results in reduced costs and risks. Third party administrators reduce their administrative activities and provide advisor clients assistance to capture more of the high-balance rollover business they desire. RSI’s licensed rollover counselors provide guidance and assistance to terminated participants with lower balances.
Through marketing efforts like its RCAP booklet, RSI is raising awareness about the importance of rollover management.
"Despite very tough economic conditions, many organizations and individuals continue to perform well," said Michael Gallagher, founder and president of The Stevie Awards. "The results of the 2009 ABAs are a testament to the resilience, creativity, and hard work of American organizations, executives, and workers."
"Despite very tough economic conditions, many organizations and individuals continue to perform well," said Michael Gallagher, founder and president of The Stevie Awards. "The results of the 2009 ABAs are a testament to the resilience, creativity, and hard work of American organizations, executives, and workers."
About RolloverSystems, LLC.
Charlotte-based RolloverSystems, LLC. (RSI) is an independent provider of rollover services for retirement plan sponsors, third party administrators, advisors and their terminated plan participants. RSI specializes in helping retirement plan sponsors provide retirement support to participants providing education on retirement options, access to an independent array of rollover options from leading marketplace IRA providers, and assistance with rollover, transfer or distribution processes through its Retirement Center. All terminated participants in a plan – regardless of account balance – receive this high-level of support, a service that is especially valuable to participants who otherwise would not have access to professional guidance.