Partner Benefits
- Easy 3-step process
- Designated Rollover Specialist
- Partner Recordkeeping Website
- Comprehensive and ongoing searches
- No cost to Partners
- No minimum roll over amount
- Mailing Notifications
Benefit Election NotificationsRolloverSaver's Notification Services Guide You Through
RolloverSaver® offers benefit election notification services to help lessen your workload by ensuring participants are informed of their choices when it comes to their 401(k). From sending notifications to finalizing the distributions, our notification team works with our partners to customize the necessary actions that will be taken. Per ERISA regulations, if the missing or unresponsive participant has not responded within the timeframe allotted, a Safe Harbor Automatic Rollover IRA will be set up in the participant’s name and placed into a high-yield mutual fund.
- Tax documents and filings
- 1099-R filings
- Remittance of Federal and State taxes if applicable
- Regulatory communications
- Welcome letter sent to participants
- Referral Program
- Benefit Election and Notification Services
Enjoy peace of mind and let RolloverSaver® help you free up your resources, meet your fiduciary obligations, and take care of your needs.