The Inspira Advantage
Retirement TPAs and Advisors can add value to their plan sponsor relationships by removing terminated 401(k) participants with Inspira's Auto Rollover solution. Inspira gives these former 401(k) participants the best possible retirement experience.
Automatic Rollovers for TPAs and Advisors
Terminated employees with balances in a retirement plan create a number of issues for plan sponsors:
With Inspira, you are in a prime position to work with your clients to mitigate these risks.
Inspira even markets Auto Rollovers to the employees and plan sponsors for you. Best of all, you will be enhancing your value to your plan sponsor clients by lowering plan costs and reducing the liability and additional work required to service the accounts of former employees.
Inspira has two products from which to choose:
We also offer Custom solutions for a small up-front fee. Contact us to learn more.
With either of these products, you receive a complete outreach program to encourage plan sponsors to sign-up for your auto IRA rollover program along with a system to provide notices to terminated employees about their distribution options.Participants receive:
At Inspira, we understand that Retirement Professionals have many options for establishing an automatic IRA rollover program. We are committed to providing the best experience possible.
Call Inspira to discuss your auto rollover strategy today.