Differentiate your practice to advisors and plan sponsors

Differentiate your practice from other plan administrators by offering a comprehensive program to educate and support all terminated retirement plan participants. RolloverSystems gives service providers a proven way to help advisors make more money and help plan sponsors reduce administrative costs and fiduciary liability exposure.

Participant prospecting for advisors

Advisors don’t have the bandwidth to service every terminated employee. By partnering with RolloverSystems an advisor can more effectively reach out to his/her desired rollover prospects and confidently tell plan sponsors that every terminated employee will get the individual attention and assistance they deserve, regardless of balance size.

Learn more with our on-demand Webcast

Want to learn more? Click here to view our free, on-demand Webcast to learn how you can grow yours and your advisors’ practices with Rollover Capture and Participant Prospecting.

Get started right away

Put our Rollover Advisor Desk to work for you. Whether your plans have an automatic rollover (ARO) provision or not, we can show you and your advisors how to turn terminated employees into a value-add to your offering—and a referral stream for your advisors. The first step is to call our Rollover Advisor Desk at (866) 827-9608 right now.