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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 WMSI can support proprietary IRA products or provide participants with a choice of IRA providers. Our IRA Marketplace is configurable at the provider, plan, and participant levels enabling you to define the IRA options presented. The following providers are participants in WMSI’s IRA Marketplace: • American Century Investments • E*TRADE Financial • Fidelity Investments • Hueler Investments (immediate annuity option) • Merrill Lynch • T. Rowe Price • TD Ameritrade Choice of IRA Providers WMSI's current IRA Marketplace includes: WMSI can also support proprietary IRA products in a customized rollover program.

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