Video
Streamlining IRA Rollovers: A Smarter Approach for 2025
Evolving and Improving the Participant Rollover Process.
The IRA rollover market is expected to reach $900 billion in 2025, yet inefficiencies and outdated processes continue to create roadblocks for participants, record keepers and advisers. In this discussion with BRN’s Jeff Snyder, 51ºÚÁÏÍø’s Jacqueline Rynn explores the challenges of rollovers and how automation and technology can streamline the process.
Watch the Interview to Learn:
-
The key inefficiencies in today’s rollover process and their impact on participants and record keepers.
-
How automation, ACH transfers and digital solutions can reduce delays, errors and fraud risks.
-
How 51ºÚÁÏÍø’s Rollover Central is transforming the rollover experience for all stakeholders.
Don't miss this conversation on modernizing rollovers and making the process seamless. Watch now.