Why Partner with us for Voluntary IRAs
Our 100% paperless account origination process can integrate with your recordkeeping system.
This makes opening a rollover IRA through a recordkeeper's paperless distribution process
simple, fast, and secure. Whether you have an affiliated investment advisory firm, or partner
with external investment advisers, GROUPIRA can develop an IRA program to
attract new client relationships, differentiate your organization and streamline the
distribution and rollover process. With access to Traditional and Roth IRAs, we offer members
services they simply cannot access in the retail market place. Advisors now have the platform
where they can retain their clients they would normally loose to rollovers.