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Plan Sponsors

Our solution for Plan Sponsors allows the current operational procedures of the Plan to remain intact while taking advantage of the benefits of mandatory distributions.

Terminated, non-responsive participant accounts are communicated to AUTOROLLOVERS via our secure web-based reporting tool, iQuikpay. The distribution is processed as a rollover per the instructions in our AUTOROLLOVERS Kit.

At distribution time you will identify terminated, non-responsive, participant accounts via our secure web-based reporting tool, CensusPRO , and the distribution is processed as a rollover per the instructions in our AutoRollover Kit.

Benefits of choosing AUTOROLLOVERS:

  1. One Service Agreement per plan. Each Rollover does not require Fiduciary signature;

  2. No set-up fees;

  3. Web Access to monitor the rollover process for reported distributions;

  4. Superior product for Participants:

    Quality default investment options;

    Eleven (11) additional mutual fund offerings to diversify account, including four lifecycle funds;

    24/7 Access to automated account information via Voice Response Unit or Web. Live customer service is available 8:30 am – 5:00 pm EST.

 

CONTACT US
AutoRollovers
6 Rhoads Drive - Suite 7
Utica, NY 13502-6374
Phone: 315-292-6900
Fax: 315-735-0418
autorollovers@bpas.com

RESOURCES

Sponsor Sign-Up

AutoRollover Kit (Sponsor)

Custodial Agreement

IRA Agreement

Sample 402(f) Notice

Sample SMM