Reporting New Rollovers
- CensusPro™ Quick Start Guide: A helpful resource to assist TPAs in reporting IRA rollovers to AutoRollovers.
- CensusPro™ File Upload Instructions: Is manually 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.
- Updating Employee Information: Instructions for providing updated employee information via CensusPro™.
- Confirming IRA Status: Instructions for verifying that an IRA account has been properly established and funded.
- Downloading Reports via sftp: Instructions for downloading your monthly reports via our secure ftp portal.
- 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: Sample Summary of Material Modifications for your reference, should it be needed.
Plan Sponsor Literature