Rollover and Income Portability

With the rising number of baby boomer retirees and younger workers changing jobs more frequently, retirement plan participants are seeking simple and intuitive rollover and income portability options that deliver a more seamless experience. Our solutions help you respond to these expectations to retain assets and grow your business.

Our automatic rollover program (ARP) and voluntary rollover solution, RolloverCentral®, offers an integrated platform and educational solutions for recordkeepers, TPAs, plan sponsors, and participants. In addition, our Retirement Income Clearing Calculator (RICC®) is a platform-agnostic middleware solution connecting recordkeepers and retirement plans through a simplistic and cost-effective model for the distribution and servicing of guaranteed income products – which are becoming a critical component of retirement readiness. Having one connection for all your retirement income products helps to minimize costs and keep relationship experiences intact for higher customer satisfaction.

Featured Insights
  • Best Practices for Addressing Automatic Participant Rollovers
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  • White Paper – A Call to Action: Improving the Rollover Experience Post-DOL
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