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Rollover Analysis Tool

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Rollover Analysis Tool is compliance software that generates retirement plan rollover documentation to withstand regulatory scrutiny. It automates Form 5500 analysis, produces defensible fee comparisons, and includes complete audit trails. Evaluations are completed in minutes without enterprise contracts or manual spreadsheets. The platform supports rollovers from employer plans to IRAs, IRA-to-IRA transfers, annuity rollovers, and custom plans like Keogh accounts. Integration with the Form 5500 database retrieves fee data, participant counts, and asset details. Reports comply with PTE 2020-02 standards and feature professional PDF documentation for regulatory review. Security measures include AES-256 encryption, multi-factor authentication, and adherence to SEC Regulation S-P with safeguards, incident response policies, and breach notification protocols.

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