Myth Series #1: I Can Rely on my Recordkeeper to Manage Terminated Employees

PUTTING PEOPLE FIRST

When Innovative performed an analysis during the on-boarding of a new client, we revealed a significant number of terminated employees. After digger more, we discovered their recordkeeper never instituted the auto rollover feature. After Innovative removed the 138 eligible participants, we saved the client $13,000 per year.

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