• DST TO ACQUIRE WMSI

    Combined services expected to better serve market dealing with aging demographics.

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  • SEE WHAT'S POSSIBLE

    As innovators in data management and technology solutions, WMSI can transform the way you do business today – building customer satisfaction and loyalty along the way.

  • CENTRALIZED PLATFORMS

    WMSI aggregates data – participant, plan and advisor information – into secure centralized servicing platforms that can help you to better service customers, cross-sell products and keep more dollars in house and under management.

  • ROLLOVERS

    Utilize WMSI’s Rollover Central and Automatic Rollover Programs to create a more efficient and elegant rollover process while expanding your revenue opportunities.

  • COLLEGE & RETIREMENT PLANNING TOOLS

    WMSI’s tools are designed to help investors, participants and advisors gain a clear understanding of costs so they can build effective savings and investment strategies that yield desired funding results.

  • PERSONALIZED COMMUNICATIONS & MICROSITES

    WMSI's services are designed to educate employees about the full scope of their benefits – compensation, retirement and health & welfare. Our services attract and retain the best talent and help employees acheive financial well-being.

In The News
DST to Acquire WMSI
DST Systems, Inc. (DST), a global provider of strategically unified data management, business processing, and customer communication solutions, today announced it has agreed to acquire WMSI.
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WMSI would like to congratulate BB&T on the launch of Rollover Central®!
Read the May 14, 2015 PlanSponsor article "A new rollover platform from BB&T Retirement features expanded participant servicing capabilities and features."
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The IRS Clarifies Rules on Rollovers of Retirement Plan Monies
After years of ambiguity regarding the disbursement of after-tax contributions from retirement plans, the IRS ruled in September of 2014 that plan participants can roll those dollars into a Roth IRA tax free.
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