SS&C RolloverCentral Fact Sheet

This fact sheet provides an overview of SS&C's RolloverCentral, a digital solution designed to streamline the rollover process for retirement accounts. It addresses the traditional challenges associated with rollovers, which are often slow and error-prone, taking over 40 days to complete. The RolloverCentral service simplifies this process by enabling most rollovers to be completed online in less than 20 minutes, with IRA funding occurring within 3 to 5 business days. The document outlines the benefits for various stakeholders, including recordkeepers, plan sponsors, and participants. For recordkeepers, it automates workflows, reduces inefficiencies, and enhances security. Plan sponsors can improve participant satisfaction and compliance through automation. Participants benefit from a fully digital process that minimizes errors and provides educational resources. The fact sheet also highlights the integration with various IRA providers and the advantages of using RolloverCentral, such as reduced processing times and increased transaction efficiency.