Press Room

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