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.
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