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Rollover Solutions Network
  Everyone Has a Stake
  Integrated Solution
  Part of Plan Services
  Redefining the Rollover Process
  Key Benefits



Put simply, the Rollover Solutions Network functions as an electronic interface between recordkeeping systems and new IRA account opening applications – to automate distribution processes and facilitate real-time IRA account openings.

RSN is accessable to participants through their current service channels - including web and call centers. Through RSN a participant can process a distribution and open a new IRA all within a single web transaction. RSN creates a round-trip process flow that seamlessly:

•  Automates distribution processes.
•  Facilitates real-time IRA rollover account openings.
•  Provides liquidation and routing instructions to facilitate money movement.
•  Notifies branch and financial advisors of new IRA account openings.

This fully integrated link enables RSN to serve as a bridge, to allow for the exchange of a participant's retirement-plan account data with a retail IRA account-opening system.

IRA Rollover Market
In many ways, the financial services industry has overlooked the post-savings retirement decision process until very recently. Success will come to those companies who adequately prepare for this new direction as the IRA rollover market continues to grow and the Baby Boomers significantly increase the demand for services.
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