Group IRA, Inc
Categories:
Communication Products and Services
Fiduciary Services
Financial/Retirement Planning
Global/Cross-Border
Investment-Asset Managers
Premium Listing
Managing terminated and missing participant retirement plan assets can be time consuming and costly. GROUPIRA® saves Plan Sponsors time and money by providing a full-service and streamlined automatic rollover program that maintains best practices guided by the Department of Labor.
GROUPIRA® delivers the following services to plan sponsors at NO COST!
• Proprietary online platform that organizes, monitors and tracks rollover projects
• Automated, lost participant searches via LexisNexis to make sure all participant mailing addresses are updated and current
• Automated, customized and platform-specific distribution/notification packets which align with DOL guidelines
• Establishing Safe Harbor–compliant guaranteed interest fund, with the goal of cash preservation and to maximize yield for all participants
Group IRA, Inc
United States
6 Months
Sierra Shefferly, Sales Consultant