Automatic Rollover Service Program
ADDITIONAL AUTOMATIC
IRA PROVIDER SELECTION
T. Rowe Price Retirement Plan Services, Inc. (T. Rowe Price) has made arrangements with SS&C Retirement Solutions, LLC, an SS&C company (SS&C) to offer enhancements to the automatic rollover service. T. Rowe Price Trust Company will accept rollovers greater than $7,000. The IRA provider shown below will accept automatic rollovers of $7,000 or less. For your convenience, information about the IRA provider is shown below.
| Background Information | |
| Location | Denver, CO |
| Institution web site (for information about provider) |
Visit Website |
| Plan Sponsor Fees | |
| Fees paid by plan sponsor to IRA provider | None |
| Account Holder Fees | |
| Initial investment | Integrity IRA Stable Value |
| Initial enrollment fee | None |
| Annual fee | $45 |
| Account termination fee | $25 per distribution |
| Early withdrawal fee (prior to age 59½) | None |
| Alternate fund trading fees | No trading fees |
| Additional services available to account holders | Call center representatives are available for general account guidance. Accountholders can also get personalized investment advice or enroll in a managed account solution through Morningstar® Retirement ManagerSM. |
| Other fees |
|
| Separate fee for Roth rollover balances? | None |
| Does SS&C earn fees for services to the IRA Provider? | Yes, SS&C earns fees directly from Integrity IRA. For specific information on the fees SS&C earns for services, please contact John L Geli, the SS&C Relationship Manager at [email protected]. |
| Fees earned by T. Rowe Price for services to SS&C or IRA provider | $0 |
| Investment yields as of 10/01/2026 | 3.11% |
| Last yield update | Q2 2026 |
| Access to other investment options if account holder wants to trade | Yes |
| Investment alternatives | Institutional share class index mutual funds |
| Customer Service | |
| Call center | Yes (855) 445-3468 [email protected] |
| Customer web site | Visit Website |
| Communications sent to account holders | Initial — Welcome Kit Ongoing — Quarterly account statements, tax reporting |
| Frequency of new account holder searches | Minimum of one search per year through the life of the account (lost only). |
| On-line distribution processing | Yes |
| Will you accept distributions of less than $1,000? | Yes |
| Will you accept missing participants? | Yes |
| Are account holders with foreign addresses accepted? | No |
| Will you accept distributions from accounts outside of T. Rowe Price besides the recordkeeper source (e.g., when T. Rowe Price recordkeeps a DC plan, but DB plan is administered internally)? | Yes |
| Time frame to establish an IRA post data file received | Within 24 hours |
Providers may earn administrative fees from Investments offered.
The content of this website is deemed accurate but not guaranteed. Neither T. Rowe Price nor SS&C accepts any legal liability for errors, omissions or statements on this site or any third party site to which this page connects. Some content including the overview and rollover service agreements are prepared by the IRA providers, and T. Rowe Price and SS&C do not control, create or own this content.
Financial services provided to these firms through SS&C Market Services, LLC, member FINRA and SIPC. SS&C Market Services, LLC and SS&C Retirement Solutions, LLC are both wholly owned subsidiaries of SS&C Technologies Holdings, Inc. The information provided is solely for informational purposes and is not meant as a recommendation or investment advice.
© SS&C Technologies, Inc.