Rollover “specialists” are available to any participant, plan sponsor or third party administrator (TPA) at 877-466-7816.
If a terminating plan participant establishes an IRA at First Trust or Aspen Investment Alliance, an affiliate of First Trust Corporation, TRUSTlynx will pay $25 to the referring TPA.
Denver-based First Trust Corporation administers nearly 184,000 retirement and custodial accounts valued at $19.7 billion. First Trust is a wholly owned subsidiary of Fiserv.
« PTO Benefits Cited, But Costs, Results Uncertain: Survey