Wealth Management Systems: Key Benefits of RSN

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	Voluntary Rollovers
	Mandatory Rollovers
	Terminated Plan Rollovers
	Rollover Solutions Network
	Everyone Has a Stake

	Integrated Solution

	Part of Plan Services

	Redefining the Rollover Process

	Key Benefits

WMSI's Rollover Solutions Network is all about:

Making Rollovers Easy
Enabling participants to execute paperless distributions, process real-time IRA account openings, and facilitate the direct transfer of assets; no participant checks.

Leveraging Plan Services
Offering IRAs as a seamless extension of existing retirement plan services - within current websites and call centers - providing participants with direct access to rollover options at their point of distribution.

Promoting Rollovers
Conducting targeted marketing campaigns to proactively educate participants on their rollover options.

Increasing Retention and Acquisition Results
An integrated service that, in addition to streamlining rollovers, can enhance acquisition and overall asset retention.

We can address your questions or schedule a program review.

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908.333.4089

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