Download the Retirement Clearinghouse (RCH) comprehensive checklist for evaluating automatic rollover IRA service providers.
A plan sponsor’s choice of an automatic rollover IRA service provider represents their most-fundamental fiduciary responsibility: protecting the retirement benefits of their participants and their beneficiaries. With the advent of auto portability, seamless plan-to-plan portability is available and, when combined with other important automatic rollover IRA features, it dramatically improves outcomes for terminated participants subject to their plan’s automatic rollover provisions.
This download provides plan fiduciaries a complete checklist for evaluating automatic rollover IRA service providers, ensuring that your automatic rollover IRA program maximizes participant outcomes and fulfills your fiduciary obligations.
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