Combining our experience and expertise with cutting-edge benefits distribution technologies, we establish automatic rollover IRAs that comply with all IRA distribution rules while meeting the needs of your distribution process. You can rely on our comprehensive project management support from start to finish with quick turn-around services.
Partners are eligible to enroll in our referral program. By referring workplace participants to GROUPIRA, recordkeeping partners can recoup the revenue of participant losses to automatic rollovers and plan terminations.
Searching for missing participants can be costly and time consuming. We take this task off your hands so you can spend more time growing your business and servicing your clients. We also offer this service at NO additional cost because we not only want to save you time but save you money.
Notification and Fulfillment Services
We provide a wide range of capabilities at no additional cost. These include mailing bureau and fulfillment services including distribution notices and packets, special tax notices, OFAC and Patriot Act compliance, and filings to stay compliant with the U.S. Department of Labor.
GROUPIRA Automatic Rollover Platform v0.2024.3