Additional Questions? Call IRA Services at 866-401-5272.
The first step to establishing your AutoRollovers Account with us is to complete and return a TPA Agreement.
As soon as we have processed your contract, we will forward you an informational package, containing everything you need to get your AutoRollovers program in place with your clients.
TPAs can earn a referral fee of $10 for each IRA transferred to AutoRollovers, plus you’ll get a recurring revenue stream of up to $15 per year (paid $1.25/month) for accounts greater than $200. Accounts must be opened using our online reporting tools.TPA Agreement