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Our Approach to Automatic Rollover IRAs

We have an easy solution to new regulations.

With the latest Department of Labor's (DOL) regulations now requiring Automatic Rollover IRA for involuntary cash-out distributions, we have created the ideal solution. We have a program that is easy to use and we will assist you through the entire process. Our program has been developed in partnership with Westamerica Bank, acting as custodian.

A Solution for Lost or Missing Participants

The DOL now recommends an Automatic Rollover IRA for lost or missing participants. We have a program that is easy to use and we will assist you through the entire process. This is a great option for releasing liability for missing participants. Plus, terminating qualified plan distributions can be rolled over even if they exceed $5,000.

We focus on administration and service.

With over 20 years experience administering IRAs, Polycomp provides solutions you can trust. We also manage qualified plans so we have the breadth and depth of knowledge to address any questions or concerns you might have. Since we do not sell investments or provide investment advice, you can be assured that our focus is on service, not sales.

Contact us today to find out why our reliability and accessibility makes us so popular with our clients. Click here to review some frequently asked questions. (In pdf file format.)

We look forward to working with you.

I've had one good idea in my career switch to Polycomp. I figure that should cover me until I retire.
...it was the ease of the customer service on Polycomp's end that sealed the deal. No nonsense, no hard sales, just outstanding service at a truly affordable price. - Doug Kay, Monticello Horsemen's Association
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