The service aims to address the problem of abandoned workplace retirement savings plan accounts. RSI says frequent job changes and increased use of auto-enrollment have created this problem, which can add to plan costs, create administrative difficulties and potentially hurt employees’ retirement savings.
With the roll-in service, licensed professionals from RSI’s Retirement Plan DecisionDesk will proactively contact clients’ eligible employees to provide balance-bind, brand-netural, one-on-one information and guidance about their options and the potential long term implications of their choices. The DecisionDesk provides assistance from the beginning to the end of the process, to ensure that employees will follow through with the rollover.
Employers who want more information should contact Mike Wilder at 866-827-9608 or firstname.lastname@example.org.