Wealth Management Systems: Addressing Client Needs

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	Addressing Client Needs

	Streamlining Rollover Processes

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As a recordkeeper or third party administrator, you are continually enhancing services to address the needs of your clients. Plan sponsors and participants want access to rollover services to preserve retirement savings, while your financial partners want to offer rollover services to further their asset retention and acquisition efforts.

At WMSI, we developed our Rollover Solutions Network (RSN) to address the servicing requirements of providers like you. RSN is an efficient technology solution that:

•	Works within your existing web service channels.
•	Provides access to multiple IRA options.
•	Empowers your financial partners to further asset retention goals by offering proprietary IRA options.
•	Provides participants with rollover services at their point of distribution.
•	Makes rollover services easily accessible to all plans: small, mid and large.

We can address your questions or schedule a program review.

Phone
908.333.4089

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