• 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.

In The News
Order the 2015 Tax Guide Today!
Educate and empower your clients and prospects on current tax laws with WMSI’s 2015 Tax Guide. Help your clients navigate through the uncertainty of year-end tax planning.

Order Today ›
IRS Clarifies "One-a-Year" IRA Rollover Rule
The IRS offers details on how the one-IRA rollover-a-year rule will apply in 2014 and beyond.
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WMSI Featured in PLANSPONSOR Magazine
Read the Successful Rollovers: what plan sponsors should know about automatic rollovers – article in which WMSI discusses services and solutions to manage terminated, missing, and lost plan participant accounts.
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