Streamline your retirement plan with an automatic rollover solution
RolloverSystems offers a comprehensive, education-based service that eliminates the burden of automatic rollovers. Our solution will save you money, keep employees invested in retirement, and ensure full compliance with Department of Labor rules. Whether you are a plan sponsor with only a few participants or a plan provider serving millions, RolloverSystems can help you implement an automatic rollover program.
We provide low cost, high quality safe harbor solutions to our plan sponsors. These solutions provide smoother transitions and enhanced servicing since the RSI Retirement Center will guide the participants through the automatic rollover process and also work with them over time to help them meet their retirement goals.
Get up and running quickly
There is no fee for RolloverSystems' automatic rollover service and it is easy to implement. We can get your program up and running quickly by helping you:
- Modify plan documents to comply with EGTRRA requirements
- Identify and select a pre-approved, safe-harbor IRA
- Establish an automatic rollover process
- Notify terminated participants of automatic rollover
- Provide toll-free customer service to assist participants with their transactions
- Locate missing plan participants in compliance with DOL guidelines
