Wealth Management Systems: Part of Plan Services

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	Voluntary Rollovers
	Simple Rollover Process

	Part of Plan Services

	Choice of IRA Providers

	Targeted Communications

	Mandatory Rollovers
	Terminated Plan Rollovers
	Rollover Solutions Network

RSN is integrated at the plan level within existing participant web and call center service channels. Therefore, when changing jobs or retiring, participants can simply access their current website or call center to obtain information on their IRA options or to initiate a direct rollover.

Best of all, the IRA services become part of your plan services offering. You control the content, branding, and IRA options, maintaining a direct relationship with participants.

Part of Plan Services

Integrating IRA rollover services with plan level services:

•	Enables participants to make informed distribution decisions.
•	Makes a choice of IRA options immediately accessible to participants.
•	Enhances asset retention and rollover opportunities.
•	Streamlines processes and paperwork.