No Cost To Plan Sponsor

Unlike some other automatic rollover programs, there is absolutely no cost to the plan sponsor for participating in the Safe-Harbor-IRA® program. In fact, you reduce expense and eliminate fiduciary liability exposure by removing these small balance accounts from your plan. All fees are charged to the individual IRA and are extremely competitive. Our set-up fee is only $50 and the annual fee is also $50. There are discounts available for large plan volume. There are no transfer, termination or distribution fees.

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