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Our Company    |    WMSI's Team    |    Press Room    |    Contact Us Press Room 2010 May 11, 2010 TRPC Partners with WMSI to "Roll Out" New IRA Services April 13, 2010 WMSI enters strategic partnership with IRA solutions provider Inspira February 8, 2010 WMSI is Roth Ready for 2010 Archives January 6, 2009 Millennium Trust Joins WMSI’s IRA Rollover Network October 1, 2008 PenChecks Partners with WMSI to Expand Client Services April 2008 Reinventing Rollovers - WMSI and Hewitt Partner to Solve the Rollover Puzzle December 10, 2007 Scottrade Joins WMSI’s IRA Marketplace November 29, 2007 WMSI Names Michael T. Shafer Vice President of Relationship Management November 06, 2007 ACS and Wealth Management Systems Inc. to Offer Enhanced IRA and Annuity Services November 05, 2007 Hewitt Associates Augments 401(k) Services with Rollover Resource August 21, 2007 WMSI Appoints John Geli as Chief Executive Officer March 14, 2007 Mercer HR Services Utilizes WMSI Technology to Offer Enhanced Rollover Services for Former Retirement Plan Participants February 26, 2007 Transamerica Implements WMSI’s Automated IRA Account Opening Solution February 09, 2007 SunGard Announces Joint Marketing of Rollover Services with WMSI January 23, 2007 Wealth Management Systems collaborates with PENCHECKS December 08, 2006 Rollover Provider Wealth Management Systems Inc. Adds to Sales Team November 02, 2006 Wealth Management Systems Inc. Has a New HQ October 30, 2006 Rollover Provider Wealth Management Systems Inc. Announces Roth Mandatory IRA Rollover Capabilities March 21, 2006 Envisage Joins WMSI's Rollover Solutions Network February 22, 2006 WMSI and InvestLink Technologies: "Get Connected" February 07, 2006 WMSI "Rolls In" The New Year October 17, 2005 BISYS Launches Wealth Management Systems Mandatory Rollover Solution September 09, 2005 Louis Kravitz & Associates Launches Wealth Management Systems Mandatory Rollover Solution July 21, 2005 Wealth Management Systems Forms WMSI Securities LLC July 05, 2005 Slavic Investment Corporation Launches Wealth Management Systems Mandatory Rollover Solution June 20, 2005 The Bay Ridge Group Implements Wealth Management Systems' Mandatory Rollover Program June 10, 2005 American Century InvestmentsSM Joins WMSI's Rollover Solutions Network June 03, 2005 Wealth Management Systems Processing Mandatory Rollovers - All Systems Go! April 19, 2005 Eisner Retirement Launches Mandatory Rollover Solution March 10, 2005 Newkirk Gets in Auto Rollover Market...Utilizes WMSI's Technology Services February 17, 2005 WMSI to Provide ADP Retirement Services' Clients with Small Balance Rollover Program and IRA Services from E*TRADE February 07, 2005 ProNvest Utilizes the Technology Platforms of Wealth Management Systems Inc. January 11, 2005 Wealth Management Systems Offers IRA "Direct Link" - No Assembly Required January 07, 2005 E*Trade Begins Touting WMSI's EGTRRA Service November 29, 2004 Wealth Management Systems Forms Alliance with Hueler Investment Services to Offer Annuities November 03, 2004 Wealth Management Systems Inc. Integrates Rollover Solutions Network Within Pyramid Digital Solutions' Web Applications November 1, 2004 Wealth Management Systems Provides a Direct Rollover Processing Solution for Mandatory Distributions Under $5,000 September 20, 2004 Ameritrade Signs Agreement to Use Wealth Management Systems' Rollover Solutions Network July 26, 2004 Wealth Management Systems, Inc. Announces T. Rowe Price as a Rollover IRA Choice in its Rollover Solutions Network February 04, 2004 ExpertPlan Inc. Automates Distribution and IRA Rollover Processing with the Rollover Solutions Network January 27, 2004 BISYS Implements Automated Solution for Opening IRA Rollover Accounts January 22, 2004 Merrill Lynch and Wealth Management Systems Form Strategic Alliance November 18, 2003 Wealth Management Systems Inc. Appoints Metcalfe as CEO July 30, 2003 WMSI and Schwab RT Develop New Platform for IRA Rollovers

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