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 expenses 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. In many cases the annual fee is limited to the interest earned on the account to preserve the principal. For large plans with a high volume of rollovers, there are additional discounts available. And, there are never any transfer, termination, or distribution fees charged to the individual account. 

Live Chat