Retirement Clearinghouse, LLC
- 3545 Whitehall Park Dr. Ste. 400
- Charlotte, North Carolina
- 28273
- Phone: (704) 295-1234
- Fax: (704) 295-1202
- Website
Description
Originally founded in 2001 as RolloverSystems, Charlotte-based Retirement Clearinghouse works with more than 11,000 retirement plans and has helped guide more than 700,000 participants with over $11 billion in retirement savings.
As President and CEO, J. Spencer Williams applies more than 25 years of experience in starting, building and leading businesses in the financial services industry. Under his leadership, Retirement Clearinghouse has introduced new industry best practices, been recognized for innovation, improved the operations of thousands of retirement plans, and enhanced the retirement prospects of hundreds of thousands of retirement plan participants.
The money in your company retirement plan will be reinvested in a money market fund with the financial institution you have selected. Once your account has been established and your assets have been transferred to your new Rollover IRA, you should contact your financial institution representative to obtain more advice and guidance regarding diversification of your IRA assets.
Retirement Clearinghouse (RCH) works with plan sponsors to provide solutions for their in-transition plan participants.
Securities are offered through RCH Securities, LLC, a wholly owned subsidiary of Retirement Clearinghouse, LLC and a member of FINRA (www.finra.org). Rollover Counselors with The Retirement Center are Registered Representatives of RCH Securities, LLC. 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.
Fact sheet
Products & services
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