Auto Rollover Process

Learn more about the Automatic IRA Rollover Process

How do Auto Rollover IRA Process Work?

auto-rollover-processSo you’ve decided to use Automatic Rollover IRAs to optimize your clients’ plans. That's great news, but what does it entail? How much work are they? How long does the Automatic Rollover process take?

Generally, the Auto Rollover process takes 45 days. It can be completed as quickly as 35 days, or can take as long as 90 days. It depends on the provider and the plan sponsor.

Fill out the form on the right to view the steps in the process and figure out what they mean to you.