Detects job-changer accounts with small balances and, through the recordkeeper clearinghouse network, locates the participant's new plan and executes an automatic roll-in instead of a cash-out or forced IRA.
Not yet specifiedAutonomousComplexity: Medium
This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.
What it does
Identify terminated participants under the balance threshold
Match participant identity to new-employer plan across network recordkeepers