Technology and Exclusive Documentation that Makes Implementation Effortless

Centier offers plan sponsors an exclusive dual fiduciary and agency agreement that enables you to sign only one document to select an automatic rollover provider and validate all current and future IRAs - whether one or one thousand. We have developed the technology to accept a simple data export from your recordkeeper to automatically create and fund the IRA without any resource commitment from either the plan sponsor or their recordkeeper. Rather than adding to a plan sponsor's workload, we eliminate the growing headache of dealing with mandatory distributions.

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