The first step to establishing your AutoRollover Account with us is to complete and return a TPA Agreement. As soon as we have processed your contract, we will forward you an informational package, containing everything you need to get your AutoRollover program in place with your clients.
You should be sure to review these additional documents.
| Custodial Agreement |
This document will be signed by each of your Participating Plan Sponsors, authorizing us to open IRA accounts on behalf of Plan Participants. |
| IRA Agreement |
These documents contain the terms of the IRA Accounts. These documents will be enforceable by the AccountHolder. A set of IRA Agreements should be provided to Plan Sponsors as they are referenced in the Custodial Agreement. These documents should be made available to Participants and referred to in the SMP/SMM. |
| Sample 402(f) Notice |
Provided for your benefit. At a minimum, we recommend that the language at the end of this document be included in your distribution package. |
| Sample SMM |
A sample Summary of Material Modifications, should you need one. |
| AutoRollover Kit (TPA) |
This kit outlines our AutoRollover solution in detail, including instructions for communicating rollovers to us, as well as, how to remit funds at distribution time. |
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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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