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Retirement Plan Advisory Firm Chooses Rollover Vendor

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National Retirement Partners Inc. has selected RolloverSystems Inc. to help member firms automate the process of shifting client retirement plan assets into individual retirement accounts.

National Retirement, Capistrano Beach, Calif., is a retirement plan advisory firm that works with about 3,000 plans with $24 billion in assets.

RolloverSystems, Charlotte, N.C., sells a system that helps ease the process of executive retirement asset rollovers.

National Retirement is starting by testing the RolloverSystems program on 5 of its member firms, RolloverSystems says.


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