Step 1

Contact us for an Automatic Rollover Agreement. Once an agreement is in place, login credentials needed to access our secure portal will be issued to the plan administrator. 

Step 2

Once logged in, the administrator can transfer missing participant account data using a provided template. Delivery instructions will be provided for transferring funds.

Step 3

GoldStar will prepare and mail the required notification letter to missing participants. An attempt is made to locate unresponsive employees at least once each following year until the account is claimed by the owner.