Why Use Automatic IRA Rollovers?
If you're here, it means you're at least considering performing Automatic Rollovers from your plans. First, that's great! We at Inspira believe Automatic Rollovers are the best choice for your firm, your clients and the participants in their plans.
There are many reasons why keeping these participants in the plan is problematic, including:
- Higher costs for your clients
- Increased liability
- Additional work for you, the provider
Download this WhitePaper to read in deeper detail the problems that terminated participants create and how to alleviate these issues through Automatic IRA Rollovers.