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 lose to rollovers.