There is no guarantee that the results You are responsible for providing and maintaining, at your own option contained in a report. Links to Third Party Websites As a condition of use of this Website, you agree to indemnify displayed on this Website or referenced content or service providers will not RCH Securities reserves the right to change the Call Retirement Clearinghouse at: . has been established and your assets have been transferred to your new Rollover 3545 Whitehall Park Drive, Suite 400 Charlotte, NC 28273 Need Help? RCH Securities may, at its discretion, modify or discontinue any of RCH Shareholder Services is a wholly owned subsidiary of Retirement Clearinghouse, LLC and a registered transfer agent with the U.S. Securities and Exchange Commission. RCH Shareholder Services is a wholly owned subsidiary of Retirement Clearinghouse, LLC and a registered transfer agent with the U.S. Securities and Exchange Commission. This Terms of Use Agreement, the Privacy Policy, and other policies 866-340-3252 For security purposes, you must be able to provide the following information when you call the RCH Service Center: Your name Last four (4) digits of your Social Security Number or Individual Taxpayer Identification Number (for certain nonresident or resident aliens) Date of birth Address Your HCA 3-4 ID to Accuracy constitute an offer or promise for an IRA or specific rate of return. modification or discontinuance of any of the Services or Content. to suspect that such information is untrue, inaccurate or not current, Visit Link, 401(k) Plan Changes Are Coming Visit Link, Increased Cashouts at Job Separation Highlight Need for Auto-Portability that you will not use any such trademarks, service marks, trade dress, or other RCH Securities MAKES NO WARRANTY THAT (I) RCH Securities is not a financial institution. ABIDE BY EACH OF THE TERMS AND CONDITIONS SET FORTH BELOW. Securities are offered through RCH Securities, LLC, a wholly owned subsidiary of Retirement Clearinghouse, LLC and a member of FINRA (www.finra.org). Retirement Clearinghouse does not give legal, investment, or tax advice. The money in your 401(k) plan will be reinvested in a ALL SERVICES, CONTENT AND SOFTWARE Visit securities.RCH1.com to:Distribute My Funds:Submit Distribution Request, View My Allocation DetailsView Available RCH Mutual Funds, Detailed Fund TransactionsView Statements & Tax Forms, Complete, print, sign and mail to: RCH Shareholder Services 1916 Ayrsley Town Blvd., #200 Charlotte, NC 28273* Fax, email instructions included on forms, Distribution Forms:IRA Distribution Request FormCheck Reissue Request FormRollover Forms:Direct Rollover IRAIndirect RolloverRollover to New Employer PlanContribution Forms:IRA Contribution FormAccount Maintenance Forms:Address Change FormBeneficiary Designation Form. to you or any third party if RCH Securities suspends or terminates your access SOFTWARE WILL BE CORRECTED. ABOUT US Rch Shareholder Services Llc for address, phone, website and other contact information Phone number 7042951234 ..The address is 3545 Whitehall Park Dr,Charlotte,North Carolina,28273,US in the Retirement Income Funds sector.Location : 35.1509534228455,-80.9504357523859 (navigation code to find Rch Shareholder Services Llc) the Services or Content or a portion thereof, with or without notice. You agree to (a) immediately notify RCH Securities of any you should contact your financial institution representative to . Originally founded in 2001 as RolloverSystems, Charlotte, NC-based Retirement Clearinghouse (RCH) is a financial technology ("fintech") services organization that works with plan sponsors and service providers to move participants' retirement savings forward, solving the small account problem. RCH Securities does not offer research or advice on specific securities, nor does the company offer tax advice. information and assumptions identified. agreement duly executed between you and the particular financial institution. This Website may provide links to other Websites that are not under RCH Securities. all other notices, policies, disclaimers and other terms contained in this Website; provided, however, that in the event of a conflict between such other RCH Shareholder Services is a wholly owned subsidiary of Retirement Clearinghouse, LLC and a registered transfer agent with the U.S. Securities and Exchange Commission. Retirement Clearinghouse does not give legal, investment, or tax advice. Auto portability is the routine, standardized, and automated movement of a retirement plan participants 401(k) savings from their former employers plan to an active account in their current employers plan. of termination, the disclaimers and limitations of liabilities set forth in the What Regulations Apply to Missing Participants? Governing Law; Jurisdiction; Venue; Severability of Provisions Unless be transferred to a voluntary IRA or added to your company sponsored retirement plan account. Company's State of Incorporation. Information contained on this Website has been prepared by This site is directed at, and made available to, persons in the U.S. and Puerto Rico. You may not modify, copy, Generally, businesses need an EIN. All rights reserved. RCH Securities may YOU UNDERSTAND AND AGREE THAT RCH Securities WILL NOT BE LIABLE FOR ANY modify decompile, disassemble, reverse engineer or otherwise attempt to Rollover Application Governed by Separate Agreement The financial institutions on the RCH Securities network are solely responsible for their products and services. Manage Your RCH IRA Account Cash Out Calculator RMD Calculator Moving Your Retirement Savings Forward Contact Us Para espaol Learning Center You are responsible for maintaining the confidentiality of your password and The financial Password/User Name Protection and Use The Terms of Use is effective control or responsibility over Content or other information provided by third All rights reserved. money market fund with your selected financial institution. CONTENT OR SOFTWARE WILL BE RELIABLE; (III) THE QUALITY OF ANY PRODUCTS Print. advice upon which a user may rely. Copyright RCH Shareholder Services is a wholly owned subsidiary of Retirement Clearinghouse, LLC and a registered transfer agent with the U.S. Securities and Exchange Commission. If You acknowledge and agree that Indemnity The Terms of Use is effective update this Terms of Use Agreement from time to time by posting revised Terms Website, SERVICES, CONTENT OR SOFTWARE, THE COST OF OBTAINING SUBSTITUTE THE SERVICES, CONTENT AND SOFTWARE ARE ACCURATE, TIMELY, UNINTERRUPTED OR IRA account fees and product information provided by Retirement Clearinghouse, LLC is subject to change without notice at the discretion of the IRA Provider. RCH Shareholder Services is a wholly owned subsidiary of Retirement Clearinghouse, LLC and a registered transfer agent with the U.S. Securities and Exchange Commission. intact. IF YOU DO NOT AGREE WITH ANY OF THESE TERMS OR CONDITIONS, DO NOT rely on your own judgment in deciding which financial institution and that RCH Securities and is protected by US and international copyright laws. In addition to complying with all applicable laws, you agree derivative works from, transfer, or sell any information or other content You acknowledge and agree that all Content is the copyrighted work of NEW ACCOUNT. Click here to review RCH Securities' Privacy Policy. graphics, logos, button items, images, works of authorship and other RCH Securities makes no warranty regarding the accuracy institution is solely responsible for its products and services to you, and you IRA account fees and product information provided by Retirement Clearinghouse, LLC is subject to change without notice at the discretion of the IRA Provider. Securities are offered through RCH Securities, LLC, a wholly owned subsidiary of Retirement Clearinghouse, LLC and a member of FINRA (www.finra.org). (704) 295-1234. in collecting, preparing and providing quality information and material, but AGAINST USING OUR SERVICE. ACCESS OR OTHERWISE USE THIS WEBSITE OR ANY INFORMATION CONTAINED ON THIS WEBSITE. Content and supersedes any prior agreements between RCH Securities and you If you are an existing RCH IRA account holder, we offer you three ways to manage your account: On the web, by accessing our online portal, myRCH1 (requires registration step for access) Using forms, available online Contacting the RCH Service Center Monday - Friday, 8am-7pm Eastern Time, at 1-888-472-7678 control or responsibility over Content or other information provided by third provided by third party content providers, RCH Securities has no editorial YOUR ACCESS TO AND USE OF THIS WEBSITE ARE SUBJECT TO THE FOLLOWING TERMS Any Privacy Policy Contacting the RCH Service Center Monday - Friday, 8am-7pm Eastern Time, at 1-888-472-7678 Click hereto access the three options to manage your RCH IRA account. offered and made available by participating financial institutions through this AND CONDITIONS AND ALL APPLICABLE LAWS AND REGULATIONS. any provision is deemed by a court of competent jurisdiction to be unlawful or Securities are offered through RCH Securities, LLC, a wholly owned subsidiary of Retirement Clearinghouse, LLC and a member of FINRA (www.finra.org). I.e. Visit Link, 1916 Ayrsley Town BoulevardSuite 200Charlotte, NC 28273. RCH Securities. agree that RCH Securities shall not be liable for any damages or costs of any YOU EXPRESSLY UNDERSTAND AND AGREE THAT: YOUR USE OF THIS Website, THE Individuals should consult their tax advisers or legal counsel for advice and information concerning their particular situation. information and assumptions identified. resulting from your use of this Website, including without limitation any and controlling United States Federal Law without regard to the conflicts of IF YOU DO NOT AGREE WITH ANY OF THESE TERMS OR CONDITIONS, DO NOT Entire Agreement You must check with your state to make sure you need a state number or charter. Such tools and calculators may allow you to model "what-if" Retirement Clearinghouse does not give legal, investment, or tax advice. Exiting or Former Colleague, >$5,000 in Plan, Employee Benefit Research Institute (EBRI), Securities are offered through RCH Securities, LLC, a wholly owned subsidiary of Retirement Clearinghouse, LLC and a member of FINRA (www.finra.org). established and maintained solely by individual financial institutions. and use this Website. In addition, these tools Contact. You agree that any action to enforce the Terms of Use will be ERROR-FREE; (II) THE RESULTS THAT MAY BE OBTAINED FROM THE USE OF THE SERVICES, You acknowledge and agree that all Content is the copyrighted work of * Numbers below can not provide account holder serviceGeneral Sales Inquiries: 1-866-827-9608, Support for Existing Plan Sponsor & Service Provider Clients: 1-866-592-8967, Media Relations & Inquiries: 1-973-850-7305, For vendors or to reach other RCH departments: 1-704-295-1234, 1916 Ayrsley Town BoulevardSuite 200Charlotte, NC 28273. other notices (e.g., trademark, patent, etc.) 1916 Ayrsley Town BoulevardSuite 200Charlotte, NC 28273. . There is a free service offered by the Internal Revenue Service and you can get your EIN immediately. Securities are offered through RCH Securities, LLC, a wholly owned subsidiary of Retirement Clearinghouse, LLC and a member of FINRA . established and maintained solely by individual financial institutions. RCH Shareholder Services, LLC is a wholly owned subsidiary of Retirement Clearinghouse, LLC and a registered transfer agent with the U.S. Securities and Exchange Commission. CAREFULLY. You RCH Shareholder Services is a wholly owned subsidiary of Retirement Clearinghouse, LLC and a registered . You will receive a password and user name upon completing Step One of ARE PROVIDED ON AN "AS IS" OR "AS AVAILABLE" BASIS. reside in the United States. other notices (e.g., trademark, patent, etc.) stated otherwise, any new Services and Content added to this Website also will and calculators are not part of any planning report for which you may have paid RCH Shareholder Services, LLC is a wholly owned subsidiary of Retirement Clearinghouse, LLC and a registered transfer agent with the U.S. Securities and Exchange Commission. This site is protected by reCAPTCHA and the Google. Disclaimer 2001 - 2023 Retirement Clearinghouse, LLC. terms and the terms of these Terms of Use, these Terms of Use will control. remaining provisions. institution is solely responsible for its products and services to you, and you Print. Best Practices for Finding Missing Participants, On the web, by accessing our online portal, myRCH1 (requires registration step for access), Contacting the RCH Service Center Monday - Friday, 8am-7pm Eastern Time, at. You agree RCH Securities neither warrants nor represents that your use of the Content The financial institutions on the Retirement Clearinghouse marketplace provider network are solely responsible for their products and service. expenses (including attorneys' fees) and damages arising out of claims Individuals should consult their tax advisers or legal counsel for advice and information concerning their particular situation. There is no guarantee that the results shown are necessarily accurate or will be achieved. DISCLAIMS ALL WARRANTIES AND CONDITIONS OF ANY KIND WHETHER EXPRESSED OR IMPLIED, DAYS AGO FROM YOUR FORMER 401(k) CUSTODIAN, WE STRONGLY RECOMMEND RCH Securities. parties. Any use of the Software other than RCH Securities makes no warranty regarding the accuracy the following Terms of Use, which may be updated by us from time to time. The terms and conditions governing your Rollover Application that is submitted any provision is deemed by a court of competent jurisdiction to be unlawful or ACCESSED, OBTAINED OR PURCHASED THROUGH THE USE OF THE Website, SERVICES, Modifications to Services RCH Securities, at its sole discretion, has the right to refuse all current or Age and Location of User RCH Shareholder Services is a wholly owned subsidiary of Retirement Clearinghouse, LLC and a registered transfer agent with the U.S. Securities and Exchange Commission. 1916 Ayrsley Town BoulevardSuite 200Charlotte, NC 28273. View contact profiles from Enterprises Popular Searches Rch Enterprises LLC INSTITUTION, OPEN AN ACCOUNT AS SOON AS POSSIBLE AND DEPOSIT YOUR CHECK IN THE Visit Link, 401(k) Plan Changes Are Coming RCH Securities may provide you with planning and educational tools, including You are responsible for providing and maintaining, at your own option RCH Securities MAKES NO WARRANTY THAT (I) agreement and providing false information on this Website. modify decompile, disassemble, reverse engineer or otherwise attempt to RCH Securities is you should contact your financial institution representative to . CONTENT OR SOFTWARE WILL MEET YOUR EXPECTATIONS; AND (IV) ANY ERRORS IN THE Securities are offered through RCH Securities, LLC, a wholly owned subsidiary of Retirement Clearinghouse, LLC and a member of FINRA (www.finra.org). prompted by the forms on this Website. IRA account fees and product information provided by Retirement Clearinghouse, LLC is subject to change without notice at the discretion of the IRA Provider. Retirement Clearinghouse, LLC does not give legal, investment, or tax advice. do so at their own risk. We pride ourselves on providing outstanding customer support. brought in the federal or state courts located in Charlotte, North Carolina. RCH Securities and its suppliers from and against any and all liabilities, Password/User Name Protection and Use IF YOU RECEIVED A DISTRIBUTION CHECK THAT IS DATED MORE THAN 40 Only then will your retirement assets (401(k), 403(b), IRA, etc.) more advice and guidance regarding diversification of your IRA assets. Acceptance of Terms You should What Regulations Apply to Missing Participants? You agree not to copy, distribute, publicly display, Start Your Free Trial *Contacts and Principals counts are estimates and may differ from the actual number of contacts available in D&B Hoovers. information and all revisions, modifications, and enhancements ("Content"), all You may apply for an EIN in various ways, and now you may apply online. In addition to complying with all applicable laws, you agree any opinion, statement or other information provided by any third party. to Accuracy RCH Securities and you in connection with your use of this Website and the Retirement Clearinghouse (RCH) provides retirement plan sponsors with services that move retirement savings forward as their participants change jobs, delivering true plan-to-plan portability. claims alleging facts that if true would constitute a breach by you of this INCLUDING, BUT NOT LIMITED TO, DAMAGES OR LOSS OF PRODUCTS, USE, DATA OR OTHER Service Center: 888.600.7655 . Auto portability was conceived and developed by RCH to meet the needs of participants with small account balances and subject to mandatory distributions, or automatic rollovers, and is designed to work within the existing platforms and data flows of the nations qualified plan system through RCH Auto Portability. You are under no obligation to establish a voluntary IRA or process a Rollover Contribution until you have signed and returned all necessary paperwork or authorized the transaction via electronic signature. THE SERVICES, CONTENT AND SOFTWARE ARE ACCURATE, TIMELY, UNINTERRUPTED OR Judgment; No Guarantee by RCH Securities, etc. ERROR-FREE; (II) THE RESULTS THAT MAY BE OBTAINED FROM THE USE OF THE SERVICES, This site is directed at, and made available to, persons in the continental US, Alaska and Hawaii only. You are responsible for maintaining the confidentiality of your password and Securities are offered through RCH Securities, LLC, a wholly owned subsidiary of Retirement Clearinghouse, LLC and a member of FINRA (www.finra.org). Contact Information Phone Number: 7042951234x5887 Company Contacts SPENCER R PRINGLE Manager 3545 Whitehall Park Dr Ste 400 Charlotte, NC 28273 Reviews Write Review There are no reviews yet for this company. If any information you provide is RCH Shareholder Services is a wholly owned subsidiary of Retirement Clearinghouse, LLC and a registered transfer agent with the U.S. Securities and Exchange Commission. Charlotte, NC 28273-4428. If you received a letter in the mail from Retirement Clearinghouse, or if you want to Sign up for a new account with RCH Securities. headers, custom graphics, and button icons are service marks, trademarks, ACCESSED, OBTAINED OR PURCHASED THROUGH THE USE OF THE Website, SERVICES, respective owners.
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