Rollover Platform
A comprehensive platform for streamlining retirement transfers. Experience seamless 401(k) to IRA rollovers with real-time tracking, compliance automation, and multi-custodian support.
Everything You Need to Manage Rollovers
Purpose-built for retirement custodians and plan administrators
Real-Time Transfer Tracking
Track every rollover through 19 states from initiation to completion. Know exactly where each transfer stands at any moment.
Automated Compliance
Built-in ERISA compliance verification, SOC 2 certified audit logging, and automated regulatory checks at every step.
Multi-Custodian Integration
Connect with multiple custodians through a single platform. Standardized data formats and automated routing.
Advanced Analytics
Track transfer volumes, completion times, failure rates, and cost savings with real-time dashboards and reports.
Document Management
Digital document collection, e-signature via DocuSign, and automated document routing between parties.
Smart Workflows
Automated state transitions, exception handling, and notification triggers keep transfers moving without manual intervention.
How It Works
From initiation to completion in days, not weeks
Initiate
Participant or custodian kicks off a rollover. Our system validates eligibility and collects required information.
Verify & Document
Automated compliance checks, document collection via e-signature, and participant identity verification.
Approve & Agree
Both sending and receiving custodians review and approve. Smart contracts record agreements on-chain.
Transfer & Complete
Funds transfer is executed, assets are reconciled, and both parties receive confirmation with a full audit trail.
Why TrustRails
SOC 2 Type II Certified
Enterprise-grade security and compliance
Blockchain Audit Trail
Immutable record of every transfer on Arbitrum
ERISA Compliant
Built-in fiduciary duty protections
2-3 Day Transfers
Down from 4-6 weeks industry average
80% Less Manual Work
Automated workflows replace manual processing
100% Transfer Success
Smart validation prevents failed transfers
See It in Action
Schedule a call with our team to learn how TrustRails can transform your rollover operations
Schedule a Call with Our Team
Fill out the form below and we'll reach out to set up a time that works for you.