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| Rollover Solutions Network (RSN) |
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WMSI’s Rollover Solutions Network (RSN) makes IRA services directly accessible to exiting employees at the plan level – greatly expanding asset retention and acquisition opportunities for your business.
Connecting recordkeeping platforms with the account opening systems of IRA providers, RSN allows participants to open IRA accounts and affect distributions at the plan level in a single, real-time transaction simplifying the rollover process.
Use RSN to create your own centralized rollover servicing strategy – Web and Call Center:
Web
Participants can easily access RSN through a link on their plan Web site to:
- Access a broad choice of IRA options through WMSI’s IRA Marketplace
- Compare and evaluate options from multiple providers at once
- Open Traditional and Roth IRAs right online
- Request quotes for variable deferred and immediate fixed annuities
- Fund most IRAs directly in 3 to 5 business days
- Reduce their time out of market by eliminating check processing
Call Center
Compile and merge data – including participant and advisor information – from multiple sources into one easy to use, complete record.
Using our easily customizable systems, WMSI will work directly with you to develop an application that will enable you to:
- Aggregate data based on your existing systems – WMSI can aggregate data from either a direct recordkeeping system(s) link or via data feeds from multiple recordkeeping sources
- Proactively market your rollover services
- Track participant elections
- Eliminate manual processes
- Centralize reporting
- Control advisor referral programs
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