December 1, 2016 why did I receive this letter?
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- December 1, 2016 WHY DID I RECEIVE THIS LETTER
- ] [Last Name]
- [Name of Plan]
- [URL of Plan Website]
December 1, 2016 WHY DID I RECEIVE THIS LETTER? Department of Labor regulations allow retirement plans to automatically roll over account balances into an IRA established for the account holder. Right now, your assets from your former employer’s plan qualify to be automatically rolled over to an IRA with IRA Solutions. In the event you do not want to have your funds moved to IRA Solutions, you can request a distribution using the contact information provided. You will need to return your completed distribution form within 30 days of receiving this notice. If you have any questions, please contact an IRA Solutions IRA Specialist at 877-257-6342. [First Name] [Last Name] [Address Line One] [Address Line Two] [City], [State] [Postal Code] Dear [First Name]: [Name of Company] has partnered with IRA Solutions to help you understand the options you have regarding your account balance in their retirement plan. Right now, your assets in [Name of Plan] qualify to be automatically rolled over to a Safe Harbor IRA with IRA Solutions. To take advantage of the funds and assistance offered by IRA Solutions, you simply need to take no action. Your funds will be automatically transferred into an IRA established for your benefit and invested in a fund* designed to protect the principal of your account. After that transfer occurs, you will be contacted again by mail with online and telephone account access to your account, as well as access to investment tools to help you diversify your initial investment. If you do not want to move your funds to IRA Solutions, you can request a distribution from your plan’s administrator by visiting [URL of Plan Website] or by calling [Administrator Phone]. IRA Solutions Gives Account Holders: Low annual account fee of $35 Investments that are professionally screened and selected for performance Unlimited trading with no transaction fees among 30+ mutual funds and ETFs Online account access and management 24/7 Free investment tools and calculators Telephone access to IRA Specialists 16 hours a day, 7 days a week If you have any questions, please contact an IRA Solutions IRA Specialist at 877-257-6342. Sincerely, IRA Solutions 877-257-6342 *All investments are custodied by Mid Atlantic Trust Company, LLC. IRASolutions.com | 8 Penn Center West Suite 101 | Pittsburgh, PA 15276 | 877-257-6342 InspiraFS, Inc. d/b/a IRA Solutions acts only as a passive record keeper of self-directed individual retirement accounts and does not provide tax, legal, or investment advice. Directory: images -> pdfs images -> For Date: 02/01/2013 Friday Call Number Time Call Reason Action 13-768 0008 motor vehicle stop warning Issued images -> New embedded S images -> Creating Buy-In – Building Relationships images -> Deadline: Saturday, March 12th, 2016 images -> News items from Raising Our Voices images -> Last year four of the best Afrikaans Christian singers joined forces to tour Down Under with the production ‘Manne wat Glo’ images -> World-renowned vocal ensemble sweet honey in the rock images -> Peoples Voice Café History pdfs -> Oled displays and Lighting 2010/2011 State of the Art January 1, 2011 pdfs -> Erasmus+ AÇÃo-chave 1 Ensino Superior Mobilidade individual para fins de aprendizagem Mobilidade para estudos e/ou estágio Mobilidade de Pessoal para missões Download 33.18 Kb. Share with your friends:
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