The problem
Small balances left behind by job changers get cashed out or parked in forced IRAs, costing participants savings and plans admin effort.
What changes
- Fewer small-balance cash-outs
- Required notices and opt-outs handled
- Less manual work on departed participants
Full specification
The complete specification for Auto-Portability & Small-Balance Rollover Agent is shared with your team under NDA as part of a demo or evaluation. It covers:
- Step-by-step workflow and human approval points
- Tools, systems and access levels
- Guardrails and regulatory mapping
- Handoffs to other agents and teams
- Evaluation set (L1–L5) and results
- Model risk documentation