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Products July 2, 2001
First Trust Offers Rollover Response
February 7, 2001 (PLANSPONSOR.com) - Plan
participants confused by rollover options can now check out
First Trust's TRUSTlynx Rollover SerVices Plus (RSVP)
program, which offers free information on direct
rollovers.
Reported by Nevin E. Adams
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.