Retirement Myth: I Can Rely on my Recordkeeper to Manage Terminated Employees

Enter Your Name and Email To Take Advantage of This FREE Resource.

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.

Putting People First.

Running a people-focused business doesn’t mean simply saying you focus on service. Actions matter. With Innovative, you’ll know everyone on our team by name. But more than that, employee happiness, well-being, and engagement isn’t just something that we see as a ‘nice to have.’ It’s the very reason that you’re hiring us.

Retirement Myth: I Can Rely on my Recordkeeper to Manage Terminated Employees

Putting People First.

Get Started!