RolloverSaver® together with SaveDaily
RolloverSaver®, powered by SaveDaily, is a Safe Harbor missing participant IRA provider that has been reuniting missing and unresponsive participants with their 401(k) assets since 2005. SaveDaily is a financial services technology firm and was established in 1999 to meeting the needs of both individual investors and financial institutions. With over 20 years’ experience specializing in digital investment solutions, SaveDaily prides itself on developing innovative products and services that enable our participants and partners to plan and attain their financial goals.
Welcome to RolloverSaver®, powered by SaveDaily
There are several potential reasons why your funds have been rolled over to our firm.
Plan Termination
An employer has terminated the 401(k) plan that held your assets. This can be a voluntary decision or can occur due to other circumstances such as bankruptcy, acquisition of another company, or the selling of the business.
Abandoned Plan
The plan that holds your assets no longer has a plan sponsor or plan administrator to represent and manage the plan.
Past Employment
A previous employer maintaining your 401(k) has tried to contact you regarding your retirement plan, and the funds were ultimately rolled over to SaveDaily to assist with creating an IRA, searching for your most current contact information, and reuniting you with your assets.
Understanding RMDs
Required Minimum Distributions are mandated by the Internal Revenue Service and require you to withdraw a minimum amount of assets from your tax-deferred accounts each year once you reach a certain age. These funds are typically taxed upon withdrawal. As laws and regulations are ever changing, we recommend that you refer to the IRS website to research more on the topic and seek advice from your financial and tax advisor.
Gaining Access to your Automatic Safe Harbor Rollover IRA
Protecting your assets is critical to RolloverSaver®; therefore, we have implemented security measures to ensure the integrity of your assets and our identity. In order to gain access to your account, SaveDaily requires the following information.
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Driver’s License.
A current Driver’s License or State ID card.
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Social Security Card.
Copy of your signed social security card or valid passport.
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W-9 form.
A completed and signed W-9 Form.
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Acknowledgment of terms and conditions.
Signed “Acknowledgement of Service Agreement”.
SaveDaily recognizes the sensitive nature of this information and prioritizes the security of our participants. Our firm operates on a highly secure infrastructure that minimizes the risk of data breaches. Rest assured that your financial activities are protected from unauthorized access.
You Have Options
Continue Investing with SaveDaily. We would be thrilled to have you stay. Continuing investing with SaveDaily allows you to take advantage of unlimited transactions, with no minimum balances, no minimum trade conditions, rollover support services, and a self-directed platform allowing you to complete control over your investment goals.
Roll Over
Roll your existing IRA to a qualified plan. We will assist you with the rollover process.
Transfer Out
Transfer your existing IRA to an IRA offered by a firm of your choice.
Take a distribution
May have tax ramifications. Consult a tax expert.