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Voluntary Rollovers
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Rollover Solutions Network
  Everyone Has a Stake
  Integrated Solution
  Part of Plan Services
  Redefining the Rollover Process
  Key Benefits



Through the Rollover Solutions Network, participants are able to:

• Review all of their distribution options, including a rollover IRA.
• Process their distribution automatically.
• Gain access to an IRA marketplace, or proprietary IRA option.
• Open a new IRA in real time.
• Fund their new IRA in 5-7 days.

Integrating distribution and rollover services at the plan level empowers participants to make informed investment decisions at the point of distribution.

It also enables third party administrators to:

•  Streamline distribution processes
•  Minimize administrative burdens.
•  Address the distribution needs of plan sponsors and participants.


Streamlining Distributions
32% of Americans saving for retirement intend to roll their 401(k) assets into an IRA if they change jobs. How much higher would this percentage be if distribution processes were streamlined and rollover services made available?
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