SaveDaily®

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SaveDaily offers access to thousands of mutual funds, catering to everyday investors and businesses focused on financial and retirement planning services. Beyond our mutual fund offerings, we can create custom white-label websites tailored to our partners' needs. For partners with existing functional front-end websites, we also provide a proprietary API. If you have any questions or would like to learn more about our fintech services, please call 562-795-7500 or visit our website at https://lnkd.in/g4CjYvGa.

Whether you represent a financial institution in search of a sophisticated mutual fund investment solution for your clients or are an individual investor seeking tailored options, SaveDaily offers solutions designed to meet your needs. Our RolloverSaver (Powered by SaveDaily) solution is available for TPAs aiming to transition participant funds into a Safe Harbor IRA. Additionally, as a leading fintech company, SaveDaily provides essential technological components—such as website integration, file exchange, and API access, to facilitate partnerships. For more information about SaveDaily, please visit our website: www.savedaily.com  

Seeking assistance to access your hard-earned 401(k) funds accumulated over years of work. Whether you’re transitioning to a less stressful chapter in life or retrieving funds from past employment, Rollover Saver is here to help. Our specialized rollover 401(k) plan, paired with a user-friendly online portal, enables TPAs, plan administrators, and QTAs to efficiently upload participant spreadsheets and documents, providing instant access to a complete list of rolled-over participants and their funds. RolloverSaver® offers a seamless and reliable solution for IRA rollovers, expertly managing and locating missing participants to ensure their retirement funds are returned. For more information, call 562-795-7500.

RolloverSaver® powered by SaveDaily® includes an online portal accessible to our partners (TPA/plan administrator/QTA) that allows them to easily and efficiently upload a participant spreadsheet as well as any other necessary documents. After doing so, our partners will be able to view a list of all rolled over participants and their corresponding funds. RolloverSaver® prides itself on providing a straightforward and reliable solution to our partners’ IRA rollover needs. We not only help plan administrators and QTAs handle missing and non-responsive participants, we also assume the responsibility of locating and contacting those participants in order to reunite them with their retirement funds. For more information regarding RolloverSaver®, please call 562-795-7500.  

Are you an asset custodian currently in the process of terminating and winding up an abandoned 401(k) plan? For those Qualified Termination Administrators (QTAs) looking to roll over the funds of participants which have not been located by the time of distribution, SaveDaily® offers an excellent rollover IRA solution through our RolloverSaver® program, which comes at no cost to the QTA, TPA, plan administrator, or plan sponsor. Each of our partners has access to a RolloverSaver® specialist who will be able to answer any questions regarding the rollover process to SaveDaily and provide assistance along the way. For more information about RolloverSaver®, please contact SaveDaily® Customer Service at 562-795-7500.

SaveDaily®’s REFERRAL PROGRAM: Our IRA Rollover Referral Program rewards you for bringing new business to SaveDaily®. Refer your missing or voluntary participants to an IRA account with SaveDaily® and earn $50 for every referral you send us. Please note the following: -You’ll earn $50 for every referral you send to SaveDaily® with minimum assets of $500.00. The more participants you refer, the more money you make! Any rollovers less than $500.00 will be processed as normal, but no referral fee will apply. -Our referral agreement must be signed and received by SaveDaily® before any participants qualify for the referral fee. -SaveDaily® will send you a check at the end of each quarter for the participants received during that time. You will be paid based on the number of participants referred to us, provided their accounts were opened and funded for at least 30 days. If the participant took a distribution prior to the 30 days, the referral fee will not apply. For additional details and terms, please reach out to SaveDaily® Customer Service at 562-795-7500.

Attention TPAs, plan administrators, and advisors: Are you in need of a reliable rollover IRA solution? Through our RolloverSaver® program, SaveDaily® has served as a Safe Harbor rollover IRA provider for companies both large and small for almost 20 years. We make the process as efficient as possible for all of our partners through a simple file exchange. SaveDaily®’s partners can also trust our team to provide exceptional customer service to those formerly missing or unresponsive participants if and when they do call SaveDaily® to redeem their funds, transfer them elsewhere, or learn more about the investment options available to them through SaveDaily®’s direct-to-consumer online investment platform, colloquially referred to as “SaveDaily® Direct.” For more information regarding RolloverSaver®, please call 562-795-7500. 

Whether you’re a financial institution looking for a mutual fund-based investment solution for your clients or an individual investor, SaveDaily has an offering that may suit your needs. We also offer our RolloverSaver solution to TPAs looking to move participant funds into a Safe Harbor IRA. As a fintech company, we are also equipped to provide the tech-components, such as the website, file exchange, or API, of our investment offering to new partners. To learn more about SaveDaily, please visit our website: https://lnkd.in/g4CjYvGa.

With access to thousands of mutual funds, SaveDaily provides investing solutions to both the everyday investor as well as other businesses specializing in financial and retirement plan services. In addition to our mutual fund offering, SaveDaily has the ability to develop white-label websites according to the needs of our partners. For those partners that already have a functional front-end website, SaveDaily can also provision a proprietary API. If you have any questions or wish to learn more about our fintech services, please call 562-795-7500 or visit our website at https://lnkd.in/g4CjYvGa.