RCH Automatic Rollover Service Brochure

RCH Automatic Rollover Service - the most fiduciary-friendly automatic rollover service available.

For separated employees with less than $5,000

The RCH Automatic Rollover service is the most “fiduciary friendly” automatic rollover service in the market today. The RCH Automatic Rollover Service is the only automatic rollover service proven to reduce cash outs, to offer IRA accountholders with a beneficial monthly fee structure, and to consolidate former participants’ retirement savings into an active plan, or to an existing IRA.

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Individuals should consult their tax advisers or legal counsel for advice and information concerning their particular situation. Retirement Clearinghouse does not give legal, investment, or tax advice. IRA account fees and product information provided by Retirement Clearinghouse, LLC is subject to change without notice at the discretion of the IRA Provider. Securities are offered through RCH Securities, LLC, a wholly owned subsidiary of Retirement Clearinghouse, LLC and a member of FINRA (www.finra.org). RCH Shareholder Services is a wholly owned subsidiary of Retirement Clearinghouse, LLC and a registered transfer agent with the U.S. Securities and Exchange Commission.

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Download the RCH Automatic Rollover Service Brochure

RCH Automatic Rollover Service - the most fiduciary-friendly automatic rollover service available.

For separated employees with less than $5,000

Resource Download