Provide a Complete Terminated Plan Solution
Terminating plans is easy and worry-free with RolloverSystems. We handle all participant location, notice, and outreach, and we enable more participants to make an affirmative rollover choice quickly and easily.
Our total terminated plan solution includes:
- Missing participant locating services
- Participant outreach
- Automatic Rollover (ARO) solutions
- Independent personal investment options
- A toll-free counseling center staffed by licensed Rollover Counselors
- WealthConnect educational website
We provide low cost, high quality Safe Harbor IRA solutions to our plan sponsors. These solutions provide smoother transitions and enhanced servicing since the 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.
Your New Back Office Team for Terminating Plans
RolloverSystems’ Implementation Team for Terminating Plans- Helps you define the path ahead
- Helps you understand fiduciary concerns around your specific plan configuration
- Conducts missing participant searches as necessary
- Best practice educational material inviting your participants to take control of their retirement planning
- WealthConnect™ online retirement planning guide and toolkit
- Licensed counseling center ready to service and guide terminated participants
- Open 8am to 7pm eastern time, Monday through Friday
- Complete online transaction support 24/7
- SAS 70 certified distribution processing and privacy controls
- Seamless Automatic Rollover into approved Safe Harbor IRA
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The five most common mistakes when terminating a plan
- Beginning the process with an unreasonable or overly aggressive end date in mind
- Failing to document – or even conduct – a proper missing participant search
- Using a cookie-cutter approach to terminate a plan
- Failing to consider the participants’ best interests
- Not properly defining success in advance