Time-Tested and Trusted Provider
- First automatic rollover (ARO) executed in 2005
- 910,000+ safe harbor IRAs funded
- 370,000+ retirement savings accounts consolidated
- Largest plan client: 275,000 participants; fifteen-year track record of proven results
- 36,000+ plans and $30 billion+ in participant assets guided
- Advanced in-house expertise:
- Registered broker-dealer
- Registered transfer agency
- SOC 2 certification (formerly SAS 70 type II), insuring the highest standards of data security and privacy
- Experts in special situations such as plan terminations, re-hires, merger & acquisition, lawsuit settlement, locating missing participants
