AutoRollovers by BPA-Harbridge is contracted by Plan Sponsors to establish IRAs on behalf of terminated employees or upon Plan termination. This often occurs when terminated employees fail to respond to distribution notices provided. At the time we establish an IRA, a PIN is issued to allow Account Holders access to their accounts, either via our automated voice response unit (1-800-530-1272) or this website.
If you have received notice that you have an account with us, you may obtain more information regarding your account below. If you have your PIN, you may access your account by clicking 'Log In' above. To request a new PIN, dial 1-800-530-1272, enter your social security number followed by '0-0-#'. A new PIN will be mailed to you.
- Low cost multi-family mutual fund based IRA account
- Contributions and transfers at no cost
- 24/7 Telephone and Web access to your account
- Live customer service support available during normal business hours
Account Fees
Fees for services provided are assessed based on account balance as follows:
|
Account Balance |
Monthly Fee |
| Less than $1,000 |
$ 4.50 |
| $1,000 - $ 2,999 |
$ 4.00 |
| $3,000 - $ 4,999 |
$ 3.50 |
| $5,000 - $14,999 |
$ 1.50 |
| Greater than $15,000 |
No Fee |
User fees are charged for the following services as indicated:
| Withdrawals |
$ 50 |
| Installment Payments |
$ 50 per year* |
| Conversions |
$ 50 |
| Account Research |
$75/hour |
| Express check delivery |
$25 |
| Other services |
as quoted, upon request
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| CONTACT US |
AutoRollovers
6 Rhoads Drive - Suite 7
Utica, NY 13502-6374
Phone: 315-292-6941
Fax: 315-735-0418
autorollovers@bpah.com |
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Account Holders
