Partnering with GROUPIRA, Inc.

Step 1

Due Diligence Reviews

Step 2

Process Analysis and Design

Step 3

Recordkeeper Partner Training

Step 4

Implementation and Go Live!

Attract New Client Relationships

Cultivate business opportunities with plan sponsors who seek solutions to improve participant outcomes.

Differentiate Your Organization

Offer IRA rollover solutions to enhance retirement savings and reduce cash-out distributions, which can have adverse tax consequences for participants.

Streamline Your Operations

Integrate electronic rollover distributions with the GROUPIRA® Program and save recordkeeping costs while doing away with paper!