Maximize the value of your plan’s automatic rollover IRA provision

Publisher: Inspira Financial

Access this content

Your content has been opened.

Please verify you are a human before downloading this content.

Maximize the value of your plan’s automatic rollover IRA provision has been emailed to . Entered the wrong email?

Don't see the content in your inbox?
Make sure to check your spam and other messages folders.

Can't get to your email right now?

To complete your registration and access this content, enter the sign-in code sent to your email.

Please enter a valid verification code.

Code sent to:

Also, remember to check in your spam, promotions, and other folders.

Your Email

Your Full Name

Your Company

Your Job Function

Register to access SHRM Human Resource Vendor Directory content

Your work email

Register to access this content

Your Work Email

Your Full Name

Your Company

Your Job Function

By accessing content on the SHRM Human Resource Vendor Directory you agree to our Terms of Service and Privacy Policy; and, you acknowledge that your information may be shared with the content publisher.

Maximize the value of your plan’s automatic rollover IRA provision

If your retirement plan is only automatically rolling over accounts between $1,000 and $5,000, you may want to consider expanding your rollover provision below $1,000 to prevent more uncashed distribution checks.

Similar content you might be interested in

Explore additional ways to help your employees cover their health care expenses

Publisher: Inspira Financial

A health reimbursement account (HRA) is the one health benefit plan that belongs to you, the employer. You fund it, and you determine which expenses will be eligible and what the reimbursement limits should be. Plus, you can claim a tax deduction for the reimbursements you make. Explore the benefits of an HRA.

Download Content »

Demonstrate that you care for your employees' well-being: Offer a lifestyle spending account

Publisher: Inspira Financial

Stand out as an employer of choice by offering a benefit plan that meets employees' unique needs: a lifestyle spending account (LSA). Your employees will recognize and respond to your support for their physical, mental, and financial well-being. An LSA offers an appealing suite of products and services that address health, wellness, fitness, pet fees, and more.

Download Content »

When employees resign or are terminated, what do you do with their small-balance retirement accounts?

Publisher: Inspira Financial

Uncashed retirement plan distribution checks pose a significant challenge for plan sponsors. Generally, uncashed retirement distribution checks occur when plan participants forget about their retirement account balances with former employers. Many plan sponsors arrange for that money to be distributed via check. Here's why you should rethink that strategy.

Download Content »