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Safe-Harbor-IRA® is an automatic rollover IRA program for missing or non-responsive terminated plan participants. If you had a Centier IRA with a past employer, visit this page and sign up to claim it.
The Safe Harbor Individual Retirement Account (“Safe Harbor IRA”) and Safe Harbor Roth Individual Retirement Account (“Safe Harbor Roth IRA”) (collectively referenced when appropriate as “Account”) are each considered an “automatic rollover IRA” which, under Department of Labor rules, permits a plan sponsor to remove small ...
What is a Safe-Harbor IRA®? The Safe-Harbor IRA® is an automatic rollover IRA program developed by Centier Bank exclusively for missing or non-responsive terminated plan participants. Your former employer has recently made Centier the trustee of your automatic rollover.
Frequently asked questions and resources to help effectively manage IRA accounts. Why do I have an IRA at Matrix Trust Company? Your account is a Safe Harbor IRA where Matrix Trust Company is the custodian.
What is a Safe Harbor IRA? ANSWER: Safe Harbor IRA is a specialized individual retirement account (IRA), established when a qualified retirement savings plan elects to “force out” their small-balance (<$7,000) participants, after they’ve separated employment. Former employees with greater than $7,000 are not subject to force-out ...
Click here to access the three options to manage your RCH IRA account. You may also complete and submit the Quick Connect form below, and an RCH representative will contact you. IMPORTANT DISCLOSURE INFORMATION: Safe harbor IRAs are administered by RCH Shareholder Services, LLC, a wholly-owned subsidiary of Retirement Clearinghouse, LLC.
Contact us here or call at 614-760-0670 to schedule your initial consultation or to learn more about a rollover IRA accounts. When you leave a job, your 401k funds can go with you. A rollover IRA gives you control over how your investments are managed rather than your old 401k manager.