• 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.

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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.

What's New
Trends and Best Practices for Addressing Automatic Participant Rollovers
Managing the small accounts left behind by terminated employees can be a real administrative burden. WMSI discusses the benefits of implementing an automatic rollover program and the associated regulatory guidance in the white paper Trends and Best Practices for Addressing Automatic Participant Rollovers.

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Automatic Rollovers Not Just for Active Plan Cleanup
Implementing an automatic rollover program can help retirement plan sponsors establish safe harbor individual retirement accounts (IRAs) for missing or non-responsive participants.
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