RSI Makes it Seamless

RSI is by your side from the start of our relationship. We have developed a core Implementation Team that will guide and assist you through each step of the transition or plan setup process. Our team will work hand-in-hand with your recordkeeping provider to ensure the plan is transitioned and setup properly. With RSI as your partner, you can be confident that your transition will run smoothly.

Transition Timeline Guide

 

DATA GATHERING
  • Prior Plan Documents, Form 5500, Trust Statement
  • Review prior documents
  • Complete new client paperwork
BEGIN
NOTIFICATIONS AND PLAN DESIGN
  • Set asset liquidation dates
  • Notify prior recordkeeper
  • Discuss and verify plan design for document restatement
  • Blackout period notification
WEEKS 1-2
DOCUMENTS & CENSUS DATA
  • Schedule educational/enrollment meetings
  • Retrieve and load census data
  • Execute Adoption Agreement, corporate resolution and authorization forms
WEEKS 3-4
EDUCATION/ENROLLMENT & ASSET TRANSFER
  • Conduct enrollment meeting
  • Recordkeeper receives enrollment data
  • Blackout period begins
  • Plan asset liquidate and wire to new recordkeeper
WEEKS 5-6
ASSET RECONCILIATION
  • Receive participant breakdown and takeover data valuation
  • Process first payroll contributions
  • Reconcile participant data
  • Set up takeover loans
WEEKS 7-8
FINAL STEPS
  • Review and verify loaded data
  • Reinvest reconciled plan assets
  • Blackout period ends
  • Participants gain access to new recordkeeper website
WEEKS 9-10

RSI offers a breadth and depth of services unparalleled in the industry. We take care of all the details.

Get in Touch

Contact RSI

229 Fury's Ferry Road
Suite 131
Augusta, Georgia 30907
(706) 868-1538

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