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Inspira pays TPAs annually on rollovers that would normally leave their platform and stop generating revenue. Plus, you can lower your clients' plan costs and give participants the best possible retirement experience with no ongoing costs and minimal time. |  |
IRA Programs for TPAsMost TPA’s collect annual account fees from both terminated participants as well as active participants. Even small balance accounts can represent a large percentage of a TPA’s annual revenue. Why a rollover solution? Each month approximately 1-to-1.5% of your participants are going to rollover their retirement account to some other provider. Inspira’s IRA rollover solution gives you the first chance to capture the rollover while at the same time not interfering with your satisfied participant base. Now you can get paid on these accounts that would normally leave your platform. Our programs are designed to require little if any resources from your firm. We assign your firm a client development specialist to walk you through every step of the process. We also provide you with free participant and plan sponsor outreach support to make your rollover solution successful. With our Automatic or Voluntary IRA Rollover solutions, you continue to get paid on each account as long as it is serviced by Inspira. Inspira handles all aspects of operating the IRA – recordkeeping, marketing outreach, client and accountholder support – while you enjoy the revenue. Even if you already have a book of IRA business, we may offer a better servicing and sales solution. Call Inspira today to start generating revenue with an IRA rollover program. 1-877-472-1872
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