RolloverSaver

RolloverSaver The SafeHarbor and Automatic IRA Rollover Total Solution for TPAs, Plan Sponsors, and Advisors

Since 2005 when the Department of Labor (DOL) published its final regulations, RolloverSaver® powered by SaveDaily® has been helping firms just like yours roll over almost 100,000 accounts into our Automatic Rollover Solution. We specialize in supporting record keepers, TPA’s, advisors, and plan sponsors servicing qualified plans of all sizes, including those plans handling accounts with balances

of less than $5,000. Our solutions are simple to use, extremely efficient, and fully compliant with DOL Safe Harbor regulations, as defined under section 657(c) of the Economic Growth and Tax Relief Act of 2001 (EGTRRA).

Investing shouldn’t be limited by account size.With SaveDaily, participants can access diversified investment options wi...
06/03/2026

Investing shouldn’t be limited by account size.
With SaveDaily, participants can access diversified investment options with no minimums and no trading fees, making retirement planning more accessible than ever.

06/01/2026

Outdated Retirement Systems Are Holding You Back.

Are you an asset custodian managing the termination of an abandoned 401(k) plan? If you're a Qualified Termination Admin...
05/29/2026

Are you an asset custodian managing the termination of an abandoned 401(k) plan? If you're a Qualified Termination Administrator (QTA) looking to roll over the funds of participants who have not been located by the time of distribution, SaveDaily® offers a seamless rollover IRA solution through our RolloverSaver® program. Best of all, this service is provided at no cost to the QTA, TPA, plan administrator, or plan sponsor. Each of our partners is assigned a dedicated RolloverSaver® specialist who can answer any questions and provide support throughout the rollover process. For more information about the RolloverSaver® program, please contact SaveDaily® Customer Service at 562-795-7500.

They’ve worked hard for their retirement. Let us help reconnect them with what is rightfully theirs. RolloverSaver is a ...
05/28/2026

They’ve worked hard for their retirement. Let us help reconnect them with what is rightfully theirs. RolloverSaver is a missing participant IRA Provider offering easy rollover solutions.

🎓 Graduation is more than a diploma, it’s the beginning of building your future.One of the smartest financial moves youn...
05/27/2026

🎓 Graduation is more than a diploma, it’s the beginning of building your future.
One of the smartest financial moves young professionals can make early on? Starting retirement savings now. Even small contributions today can grow into big opportunities tomorrow.
At SaveDaily, we believe financial confidence starts with education, planning, and taking that first step.
Congrats to the Class of 2026! Your future self will thank you. 💼✨

Lower the cost, burden, and time associated with managing your Safe Harbor automatic rollovers. With over 20 years of ex...
05/26/2026

Lower the cost, burden, and time associated with managing your Safe Harbor automatic rollovers. With over 20 years of experience our specialists have been assisting professionals with their rollover needs. Contact our office today or simply visit our website and create an account to get started. rolloversaver.com

Former employees remaining in a plan are often the cause of unnecessary administrative burden, loss of time and money. O...
05/22/2026

Former employees remaining in a plan are often the cause of unnecessary administrative burden, loss of time and money. Our team is here to assist you with the process of rolling over participants and take that burden off your shoulders.

🚀 Take control of your plan management ✅Don’t let unresponsive accounts slow you down.Discover how our Safe Harbor IRA s...
05/21/2026

🚀 Take control of your plan management
✅Don’t let unresponsive accounts slow you down.
Discover how our Safe Harbor IRA solution can help streamline your process and protect participants’ savings.

👉 Get started today: https://www.rolloversaver.com/safe_harbor.html

Are you an individual investor or recordkeeping financial institution looking for affordable access to mutual funds? Sav...
05/20/2026

Are you an individual investor or recordkeeping financial institution looking for affordable access to mutual funds? SaveDaily offers investment and record-keeping services to its intermediary partners, as well as directly to clients, through a variety of white-labeled interfaces. If you wish to learn more about our services, please check out our website:
www.savedaily.com

SaveDaily’s white-label platform allows financial institutions to deliver customized investment programs, while keeping ...
05/19/2026

SaveDaily’s white-label platform allows financial institutions to deliver customized investment programs, while keeping their brand front and center.

Address

1503 South Coast Drive Suite 330
Costa Mesa, CA

Opening Hours

Monday 6am - 6pm
Tuesday 6am - 6pm
Wednesday 6am - 6pm
Thursday 6am - 6pm
Friday 6am - 6pm

Telephone

+18777283359

Website

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