Recordkeeper Partners

The GROUPIRA® Program helps retirement plan recordkeepers to grow their businesses, streamline their operations, and differentiate their organizations from other service providers.

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Recordkeeper Partnership Program

At GROUPIRA, we realize retirement plan sponsors are demanding more of their recordkeepers than ever before. GROUPIRA® Program Partnerships can help you provide services to plan sponsors better and deliver enhanced service features to participants. We enable recordkeepers to efficiently process automatic IRA rollovers and directly integrate an IRA service through the referring recordkeeper's paperless distribution process.

Why Partner with us for Automatic IRAs

GROUPIRA will assist in streamlining the operations of your recordkeeping technology platform and business processes. We will provide the proven processes and tools to develop a scalable solution to process automatic IRAs accurately, consistently, routinely, and efficiently.

Project Management

Combining our experience and expertise with cutting-edge benefits distribution technologies, we establish automatic rollover IRAs that comply with all IRA distribution rules while meeting the needs of your distribution process. You can rely on our comprehensive project management support from start to finish with quick turn-around services.

Referral Program

Partners are eligible to enroll in our referral program. By referring workplace participants to GROUPIRA, recordkeeping partners can recoup the revenue of participant losses to automatic rollovers and plan terminations.

Missing Participant Searches

Searching for missing participants can be costly and time consuming. We take this task off your hands so you can spend more time growing your business and servicing your clients. We also offer this service at NO additional cost because we not only want to save you time but save you money.

Program Capabilities

We pride ourselves in being an independent provider that accepts rollovers from any platform. We also provide an online portal for our partners, so they have the ability to monitor and track all participant rollovers to the program.

Notification and Fulfillment Services

We provide a wide range of capabilities at no additional cost. These include mailing bureau and fulfillment services including distribution notices and packets, special tax notices, OFAC and Patriot Act compliance, and filings to stay compliant with the U.S. Department of Labor.

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.

Customized Program

Choose your client experience with a customizable account origination and co-branded website, or simply use our pre-built client experience.

Differentiate Your Organization

Offer IRA rollover solutions to enhance retirement savings and reduce cash-out distributions, which can have adverse tax consequences for participants.

Attract New Client and Advisor Relationships

Cultivate business opportunities with plan sponsors and advisors who seek solutions to improve participant outcomes.