Automatic Rollover IRA

The Department of Labor (DOL) implemented Automatic Rollover regulations that allow all qualified plan distributions with balances of $1,001 to $5,000 to be rolled over into an Individual Retirement Account (IRA).

To obtain forms to add Automatic Rollovers to your plan, please log in to your account.

Additional Automatic Rollover Resources:

Frequently Asked Questions
A comprehensive list of questions and answers about the automatic rollover regulations.

Transamerica Center for Retirement Studies Bulletin: DOL Regulations
An overview of the DOL regulations on safe harbor automatic rollovers issued in September of 2004. 

Transamerica Center for Retirement Studies Bulletin: IRS Guidance
An overview of guidance issued by the IRS which gives further detail on how plan sponsors can comply with the DOL regulations.