RolloverSaver® is Your Solution for Automatic IRA Rollovers
Trusted Partner
RolloverSaver® has been providing Safe Harbor rollover services since 2005 with established TPAs, Plan Administrators, Plan Sponsors, Advisors, and QTAs that have entrusted us to reconnect participants with their 401(k) assets. RolloverSaver® prides itself on providing a reliable and affordable automatic rollover IRA solution to their partners.
Fiduciary Responsibility
TPAs, Plan Administrators, Plan Sponsors, Advisors, and QTAs have a fiduciary responsibility to the Plan Sponsor and the participants in the plan. Rolling over missing, unresponsive, or terminated employees can potentially lower the risk of liabilities associated with reporting, recordkeeping, and the noticing of individuals. RolloverSaver® is DOL and ERISA compliant and has nearly two decades of experience providing a streamlined, effective automatic rollover IRA solution to our partners. Our partners trust RolloverSaver® to minimize their workload while also protecting the retirement funds of rolled over participants.
Simplified Rollover Process
We understand the necessity of offering a simplified rollover process allowing our partners to focus on more important tasks. RolloverSaver® offers an easy 3-step process. Our online services allow you to rollover participants and maintain a recordkeeping of the employees, employers, balances rolled over, dates, and more.
Designated Rollover Specialist
A RolloverSaver® Specialist, along with an experienced team, is assigned to each partner to ensure a smooth transition during the rollover process and is there to assist with any needs that may arise after the transition has been made.
