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Client Clinic: Our Automatic Rollover IRA Solution

Date: October 15, 2020
Start Time: 1:00 PM
End Time: 2:00 PM
Speakers:
Lisa Francis
Lindy McCoy

Join Lisa and Lindy to learn more about your plan’s rollover solution for terminated employees with low account balances. Whether you are new to our automatic rollover process or have been using it for some time, this webinar will provide useful information about this service, including:

  • The benefits of using an automatic rollover solution
  • Why we chose to partner with PenChecks to provide this solution
  • The plan participant notification process
  • What you can expect as the plan sponsor


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