AutoRollover Services for Third Party Administrators (TPAs)

For TPAs who wish to offer their clients an easy to administer solution to the Automatic Rollover requirements of EGTRRA.  Our solution is compliant and cost effective.

AutoRollover Services for Plan Sponsors

For Plan Sponsors whose service providers are not offering a solution, BPA is able to assist in complying with the Automatic Rollover rules.

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.