Five Reasons...

...Why Automatic Rollover IRAs are the right thing to do

Five Reasons to Use Automatic Rollovers

If you're already handling Auto Rollovers for your clients on a regular basis, then you can stop reading now. Kudos to you, by the way, for doing the right thing by your clients.


For those of you that aren't performing any Auto Rollovers or only doing them upon request, you may be interested in our list of the five reasons why Automatic Rollovers are the right thing to do.

By reading this list, you'll see why Automatic Rollovers are:

  • Good for your clients
  • Good for the participant
  • Good for your business
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