Provide a Complete Rollover Solution
RolloverSystems’ plan termination service eases much of the burden of terminating an employer-sponsored retirement plan. RolloverSystems handles participant location and notification, and we enable more participants to make an affirmative rollover choice quickly and easily. We also provide a comprehensive mandatory rollover program for participants who are unable or fail to make a benefit election. Our outsourced rollover solutions include missing participant locator services, campaign management, a choice of top IRA providers, and toll-free customer service. RolloverSystems’ innovative technology and marketing services will help you efficiently handle both voluntary and mandatory rollovers and provide ease, convenience and choice for your participants.
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.
Provide a complete rollover program
- Establish an automated safe harbor IRA rollover process
- Ensure compliance with US code and federal regulations
- Include participant notifications and education
- Locate more missing participants
- Provide self-directed rollover service with objective IRA product choices
- Offer complete rollover transaction support and toll-free customer service
- Help terminated employees preserve savings for retirement
Missing Participant Program
RolloverSystems can help locate missing participants, notify them of impending plan termination and assist them with distribution options. Used in conjunction with voluntary or mandatory rollover programs, our service provides a fast, easy way for eligible participants to choose an IRA from our network of top investment companies and execute a direct rollover. RolloverSystems adheres to published Department of Labor guidelines (as described in DOL Field Assistance Bulletin 2004-02) for locating and notifying missing participants.
For more information on our terminated plan services, contact RolloverSystems today at sales@rolloversystems.com or call us at (866) 827-9608.
