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Voluntary Rollovers Mandatory Rollovers   Fully Automated Solution   IRA Provider for Everybody   Safe Harbor Materials   Seamless Enrollment Terminated Plan Rollovers Rollover Solutions Network WMSI recognizes that not all plan sponsors and administrators are shopping for the same solution. Depending upon your book of business and the nature of a company’s workforce, you may have thousands of mandatory rollovers to process annually or as few as five. Within the Mandatory Rollover program, WMSI offers a choice of IRA Providers, depending of the features that are important to you: • E*TRADE Financial • The Bancorp Bank • Entrust Our program: •  Provides access to a bank savings account or money market account as your default investment vehicle. •  Addresses rollovers under $1,000 or in excess of $5,000. •  Accomodates rollovers for “lost participants”. WMSI can implemement a unique program targeted to address the needs of your entire client base or an individual plan sponsor. Key IRA Features •  Investor Services •  FDIC insured Financial Sweep Deposit account •  $1,000 rollover minimum •  FDIC Insured Money Market Account •  No rollover minimum •  FDIC insured Savings Deposit Account •  No rollover minimum

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