Group IRA, Inc

Categories: Communication Products and Services Fiduciary Services Financial/Retirement Planning Global/Cross-Border Investment-Asset Managers Premium Listing
Managing terminated and missing participant retirement plan assets can be time consuming and costly. GROUPIRA® saves Plan Sponsors time and money by providing a full-service and streamlined automatic rollover program that maintains best practices guided by the Department of Labor. GROUPIRA® delivers the following services to plan sponsors at NO COST! • Proprietary online platform that organizes, monitors and tracks rollover projects • Automated, lost participant searches via LexisNexis to make sure all participant mailing addresses are updated and current • Automated, customized and platform-specific distribution/notification packets which align with DOL guidelines • Establishing Safe Harbor–compliant guaranteed interest fund, with the goal of cash preservation and to maximize yield for all participants

Group IRA, Inc

United States

6 Months

Sierra Shefferly, Sales Consultant

[email protected]