• WMSI ACQUIRES FINANCIAL COMMUNICATIONS DIVISION

    WMSI has acquired the S&P Capital IQ Financial Communications Division to help our clients maximize the value of customer engagement.

    Learn More ›

  • 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
Attending the CFDD's 2014 Advisor Conference? Stop By and See Us!
WMSI will be exhibiting at CFDD's Advisor Conference in San Antonio, TX on
October 15 - 17. Stop by and see Mike Shafer and Scott Moss at the WMSI booth – we look forward to meeting you.
Planning to Attend? Let Us Know
IRS Greenlights Rollovers on After-Tax 401(k) Contributions
After years of ambiguity, the IRS has ruled definitively that plan participants can roll after-tax contributions into a Roth IRA tax free.
Learn More
Addressing Automatic Participant Rollovers
WMSI discusses best practices for managing the small balances left behind by former employees in the white paper Trends and Best Practices for Addressing Automatic Participant Rollovers.
Download White Paper