Hand Off the Burden of Lost Participant and Automatic Rollover Accounts
Are you grappling with the challenges of managing lost participant accounts?
Is navigating the complexities of automatic rollover accounts giving you headaches?
Do you feel confident in safeguarding retirement assets while ensuring compliance with regulatory requirements?
GET COMPREHENSIVE SOLUTIONS FOR LOST PARTICIPANT AND AUTOMATIC ROLLOVER ACCOUNTS WITH NEXT GENERATION
We understand how to protect retirement assets and ensure regulatory compliance. That’s why we’ve developed comprehensive solutions tailored to address the unique needs of plan sponsors and participants alike.
Lost Participant Account Solutions
- We accept lost participant accounts as rollover accounts, preserving the tax advantaged status of the account.
- Our support removes the burden from employers and saves money spent on administration fees.
- Our expert team conducts thorough searches to locate missing participants and reunite them with their retirement savings.
- We leave no stone unturned in our quest to reunite participants with their hard-earned assets.
Automatic Rollover Account Management
- Our streamlined processes ensure seamless rollovers for participants with small balances.
- We take on the heavy lifting – helping to consolidate assets and reduce plan costs.
We can help take the stress out of managing lost participant accounts and automatic rollover accounts. Partner with Next Generation and experience the difference firsthand.
