IRA Services

Finally!

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

Are you an individual looking to track down your retirement account from a former employer?

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

FPS provides an unparalleled combination of IRA Services that focus on enhancing participant outcomes. 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.

Do you have a retirement account with a former employer?

We want to reconnect you with your retirement savings.

FPS will send out a Welcome Letter once an account is transferred over from your recordkeeper. If you have not received this letter, contact your prior retirement plan recordkeeper.

If you have received a Welcome Letter from FPS and want to finish setting up your account, you can do so at myira.fpsgroupllc.com.

You will be able to:

Finish setting up your IRA account

Choose other investments

Add or transfer in other assets

Provide distribution instructions

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