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AutoRollovers Services Financial Institutions

Financial Institutions

As an open architecture recordkeeping shop, BPA-HARBRIDGE is able to custom build a Rollover IRA solution that will allow you to retain assets in proprietary funds and brand the account holder experience, if desired.

For more information contact Sean Arnold, Product Manager, at (315) 292-6941 or (315) 725-9086.

CONTACT US
AutoRollovers
6 Rhoads Drive - Suite 7
Utica, NY 13502-6374
Phone: 315-292-6941
Fax: 315-735-0418
autorollovers@bpah.com

RESOURCES

Custodial Agreement

IRA Agreements

Investments

IRA Agreement

Sample 402(f) Notice

Sample SMM