Video

Streamlining IRA Rollovers: A Smarter Approach for 2025

Evolving and Improving the Participant Rollover Process.

The IRA rollover market is expected to reach $900 billion in 2025, yet inefficiencies and outdated processes continue to create roadblocks for participants, record keepers and advisers. In this discussion with BRN’s Jeff Snyder, SS&C’s Jacqueline Rynn explores the challenges of rollovers and how automation and technology can streamline the process.

 Watch the Interview to Learn:

  • The key inefficiencies in today’s rollover process and their impact on participants and record keepers.

  • How automation, ACH transfers and digital solutions can reduce delays, errors and fraud risks.

  • How SS&C’s Rollover Central is transforming the rollover experience for all stakeholders.

     

Don't miss this conversation on modernizing rollovers and making the process seamless. Watch now.

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