Wealth Management Systems: Centralized Servicing Platform

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RSN creates a technology link between your various recordkeeping platforms and retail IRA platforms to automate distribution processes and facilitate real time IRA account openings – greatly simplifying the rollover process for participants.

RSN combines the distribution and rollover process into a single transaction, eliminating the need for participants to track down forms and execute multiple transactions. When a participant decides to initiate a direct rollover, he or she can simply access the Plan’s website or call center and use RSN to open a new IRA account with you directly - processing the distribution and opening a new IRA account within a single transaction.

This integrated service model enables you to:

•	Market directly to participants at their point of distribution.
•	Create a single, centralized servicing strategy for institutional and retail rollovers – linking various internal and external recordkeeping platforms with Retail Rollover Desks and IRA Services.
•	Improve asset retention by channeling distributions to proprietary IRA product offerings.

We can address your questions or schedule a program review.

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908.333.4089

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