Posted on Friday, 3rd April 2009 by The Keane Organization
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While the Economic Growth and Tax Relief Reconciliation Act (EGTRRA) has changed force-out requirements, it doesn’t mean managing mandatory rollovers needs to be difficult. Keane Retirement Services has formed a partnership with Wealth Management Systems Inc. (WMSI) to provide a one-stop solution to mandatory rollovers. Keane can help implement an automated rollover solution providing access to a choice of IRA providers that will save money, alleviate administrative burdens and ensure full compliance with the Department of Labor regulations. This program can also be used by plan sponsors who need to terminate a retirement plan and establish rollover IRAs for missing participants.
Posted in Keane Organization News, Retirement Plan Management, Retirement Services | Comments (0)
