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PCA Automatic Rollover IRA Accounts

Summary:
If you have terminated employment and you have less than $7,000 in your 401(k) account, your employer could choose to automatically Rollover your prior 401(k) plan to an Automatic Rollover IRA Account.

  • Post date February 1, 2026

A rollover IRA (Individual Retirement Account) is a type of retirement account used to move money from an employer-sponsored plan—like a 401(k)—into an IRA without triggering taxes or penalties.

Core idea

Essentially, a bridge account that preserves the tax-deferred status of your retirement savings when you leave a job or want more control over your investments.

PCA Automatic Rollover IRA Solutions Offer:

    • Flexible distribution options
    • Online reporting
    • Rollover your old 401(k) Account
    • Consolidate your IRA accounts
    • Help with adjustments as your needs change
    • Help to rollover prior accounts and help with distributions from your new account

Need to locate your Automatic Rollover IRA Account?

Broadridge Matrix Rollover IRA

Contact Matrix IRA Matrix Trust Company FAQ | Broadridge

Group IRA Rollover IRA  

Contact Group IRA Business Hours | Contact Information | Locations – GROUPIRA Need Help with your Account. Contact PCA Customer Service

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