Discover a comprehensive way to increase retirement plan efficiency and keep terminated employees invested in retirement.
TPAs/Service Providers
Differentiate your practice from other plan administrators by offering a way to help advisors make more money and plan sponsors better manage their retirement plans. RolloverSystems educates and informs terminated participants of their retirement plan options and makes it easy for them to stay invested in retirement. When terminated participants leave their former employers plan costs are usually lowered and fiduciary exposure is reduced.
Our dedicated Rollover Advisor Desk provides concierge service designed to help plan advisors understand how they can bolster their practice and increase their service offering to plan sponsors. Our services enable you to create value for channel partners, streamline distribution processing, and meet the demands of plan sponsors and participants. Click here to find out how to enhance your service offerings with our complete rollover solutions.
Plan Advisors
Capture more of the rollover business you want with RolloverSystems. With RSI, you can segment and target your ideal retention prospects, yet still provide education, assistance and IRA choices to all terminated plan participants. In addition, create value for your plan sponsors by including our Automatic Rollover Program, featuring a choice of our pre-approved safe harbor IRA providers. Click here to find out more about RolloverSystems' comprehensive retention solution for advisors.
Plan Sponsors
Take the burden of interacting with terminated plan participants off your shoulders by working with RolloverSystems. Our outsourced solution is free, easy to implement and easy to manage. Reduce retirement plan expenses, clean up your plan books, minimize fiduciary liability exposure as well as the administrative hassle of keeping terminated participants in your plan. Click here to find out more about the benefits of our full-spectrum rollover solution.
IRA Providers
Gain access to your next generation of retirement investors. Offer your direct-to-consumer or advisor-sold IRA products via RolloverSystems. RSI enables you to create and edit offers in real time and present IRA choices only to the customers that match your target profile. You can even create multiple customized offers to target specific customer segments. Click here to find out more about the benefits of joining RolloverSystems Provider Network.
Automatic Rollovers
An automatic rollover solution is an easy addition to your retirement plan. Whether you are an employer or a plan provider, RolloverSystems can help you implement an automatic rollover program quickly. Click here to find out more about RolloverSystems' automatic rollover solutions. Click here to find out more about RolloverSystems' automatic rollover solutions.
Terminated Plan Services
RolloverSystems' plan termination assistance program includes automated notification services, missing participant locator services (when applicable), streamlined distribution processing and comprehensive participant education and customer service. Click here to learn more.
