RSI Beefs Up Customer Service for Advisers

RolloverSystems Inc. (RSI), has enhanced its services for advisers, retirement plan sponsors, and third-party administrators (TPAs) in the management of 401(k) plans rollovers.

An RSI news release said the new developments include:

  • a team to work with TPAs to help TPAs understand how rollover management can help them strengthen and differentiate their practices
  • a team to work with advisers and plan sponsors. The group will also work with plan sponsors to address “plan performance gaps” — the risks brought about by the drag on plan caused by a significant number of accounts belonging to terminated employees.
  • a team of consultants who will work with TPAs and advisers to ensure the most efficient implementation of RSI’s engagements.

“In light of the recent Supreme Court decision, the adoption of auto enrollment, and other important trends that are fundamentally changing the way sponsors manage their 401(k) plans, interest in our rollover management services has been growing steadily,” said Jim Langenwalter, chief marketing officer. “So we want to make it as easy as possible for a growing number of TPAs and advisers to work with us to get their plan sponsors onto our system as quickly as possible.”

More information is available at .