The Rollover
Solutions Network is a processing platform
that provides clients with direct access to the
rollover marketplace and the significant amount
of assets in transition. We provide rollover
services to address every need including:
| • |
Voluntary
Rollovers |
| • |
Mandatory Rollovers |
| • |
Terminated Rollovers |
|
The Rollover
Solutions Network provides access to participants,
and rollover and distribution processing capabilities
that enhance the value proposition of all parties,
including:
| • |
Plan
Sponsors |
| • |
Retirement Plan Providers |
| • |
IRA Providers |
| • |
TPAs/Recordkeepers |
| • |
Financial Advisors |
| • |
Consultants |
|
WMSI is
transforming the way retirement plan sponsors,
recordkeepers and IRA providers do business - by
enabling cost-effective, real-time, paperless distribution
and IRA account opening. |