Stay Ahead Of Your Retirement Future
RolloverChoice is a retirement solution offered through Matrix Trust Company that was created specifically for Voluntary IRA Accounts and Safe Harbor IRA clients who wish to rollover their assets to an IRA with diversified investment options.
If your account was transferred to RolloverChoice by another IRA program, know that your initial contribution is invested in an age-based, diversified portfolio.
If you came from a Safe Harbor IRA, Safe Harbor IRA was invested in a tax-sheltered account placed in an FDIC insurance bank account held through Matrix Trust Company. This account was established for you because you left employment with an organization with funds remaining in your retirement plan account, and now you have choices, including rolling your account to RolloverChoice.
With RolloverChoice, you have access to low-cost investment options.
For additional guidance, you have the “choice” to use our automated investment advice engine provided by Financial Soundings. Financial Soundings will select the investment mix based upon the information you provide in an interactive online questionnaire, such as age, income, risk tolerance and tax status. Regardless of your choice, Financial Soundings provides you with an annual customized Retirement Readiness Report to help you better plan for your future.
Open your account quickly and easily with our completely paperless, eSignature solution.
Get startedWhy Us?
We take the stress out of investing for retirement. RolloverChoice gives you access to a wide range of cost-effective investment choices. Offered through Matrix Trust Company, a leading provider of retirement services and investments that help bring your goals into reach.
Fees
Unlike many other providers, our fee schedule is clear, honest and simple to understand. You will see an administration and investment management fee. With RolloverChoice there are no investment transaction fees to pay.