Improve your service and increase your profit with RolloverSystems.

Over the past 7 years, RolloverSystems has used our unique and innovative programs to help hundreds of advisors to grow their practices and thousands of plan sponsors to reduce the overall expense of their plans. Over 50 of America’s most innovative TPA’s and Record Keepers offer programs from RolloverSystems to their advisors and plan sponsors. In fact in 2007 alone, RolloverSystems processed over $2 billion of Rollover transactions and helped over 125,000 participants stay invested in retirement.

The process starts by obtaining the terminated participants from the record keeper or TPA. Then regardless of balance, will communicate to 100% of them through either our campaign platform and or our trained Retirement Center staff to provide, what we have found to be the essential requirements to keep participants – especially the small balance participants – invested in retirement. Through this process we have been successful in reducing cash outs while increasing the percentage of employees that stay invested in retirement. The end result is that you can help your plan sponsors reduce plan related expenses while helping terminated employees stay invested in retirement.

Advisor Value Proposition Practice differentiation Distribution assistance High-value prospect identification Increased revenue

Plan Sponsor Value Proposition Reduced plan cost Decreased fiduciary risk Lower administrative expense Increased retirement readiness

Learn more with our on-demand Webcast

Want to learn more? Click here to view our free, on-demand Webcast to view a 15-minute overview of RolloverSystems IRA rollover capture and participant prospecting services and the associated benefits to the Advisor and their Plan Sponsors.

Presented by: Jim Langenwalter, Chief Sales and Marketing Officer, RolloverSystems, Inc.
View the webcast.