TPA Resources

Existing AutoRollovers Customers: If you have not previously done so, please take a moment to complete our short questionnaire to let us know how you use our services.  Results will be used to help drive future enhancements.

• CensusPro® Quick Start Guide
  A helpful resource to assist TPAs in reporting IRA rollovers to AutoRollovers.

• CensusPro® File Upload Instructions
  Is maunally entering IRA Rollovers getting to be too laborious?  Follow these instructions to upload your data to us.

• IRA Account Funding Instructions
  Detailed funding instructions for sending IRA rollover proceeds to AutoRollovers.
• Confirming IRA Status
  Instructions forverifying that an IRA account has been properly established and funded.

• Sample Plan Sponsor Agreement
  An example of the document that you will provide to your Plan Sponsor clients to enroll them into the AutoRollovers service.

• IRA Accountholder Agreement
  The IRA Disclosure and Custodial Agreement, as referenced in the Plan Sponsor Agreement. This document describes the terms of the IRA, which are enforceable by the accountholder.

• Sample Participant Disclosure Language
  This language is provided as an example of disclosure that should be incorporated into your distribution paperwork.

• Sample SMM
  For your reference, should it be needed.