Account Holders

First Time Visitor?

Did you receive a letter alerting you that your Retirement Plan Account has been rolled over into an AutoRollovers IRA?Claim Your Account!

Looking for your 1099R?

1099Rs will be mailed by January 31. If you have not received yours by February 10, please e-mail us.

Learn More about IRAs

Visit the IRA Resource Center to learn more about IRAs and the benefits of retaining the tax-deferred status of your account.

Required Minimum Distributions (RMDs)

IRA Accountholders that have attained an age of at least 70 1/2 by December 31 of last year will be due an RMD for this year. You should receive a letter from us in Early February detailing your RMD. Click here for more information