IRA Services

Finally!

A Safe Harbor IRA solution that efficiently eliminates the headaches associated with involuntary distributions and uncashed checks.

Whether you’re a plan sponsor, financial advisor, consultant, TPA, or recordkeeper…

FPS provides an unparalleled combination of IRA Services focused on enhanced participant outcomes. We understand the Plan Sponsor’s desire to protect these small balance accounts, that is why we go the extra mile to do just that. Talk to us about:

A customized Safe Harbor IRA offering

Management of Uncashed Distribution Checks
Participant Notification Mailing Services
Missing Participant Searches and Communications
Management and “Wind-down” Support for Terminating Plans
Paying Agent Services

We know from completing many RFPs and direct client feedback that plan sponsors often state that the former-participant search function is the most critical factor when selecting a provider. Ask us how our enhanced service will exceed your expectations. 

All of our IRA Services are focused on meeting needs

of each plan sponsor, their employees, and former employees. We are committed to serving every client with integrity, respect, and exceptional service.

We invite you to request more information about our IRA Services.

Want to explore moving your rollover IRA into our unique voluntary IRA solution?