AutoRollovers offers TPAs

A fully compliant Safe Harbor rollover solution
Single IRA solution for your clients, regardless of platform
Online IRA reporting
Simplified Plan Sponsor agreements – one agreement per plan covers all rollovers
$25 paid for each IRA rollover in year one, $15 for each year thereafter* reported electronically
Web access to monitor the rollover process
Superior IRA product for Participants including;
Default investment with a superior yield, compared to CDs or money market accounts
- Eleven additional mutual fund offerings, including four lifecycle funds
- 24/7 account access via web and voice response unit
- Live customer service support 8:00 a.m. – 6:00p.m. Eastern

* TPA payments made on accounts >$200.