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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.
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