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For many employees, deciding how to handle their retirement savings when facing a job change or retirement is a difficult decision.
As a plan sponsor, managing the smaller balances some employees leave behind can be challenging as well.
At Wealth Management Systems Inc. (WMSI) we offer plan sponsors* a suite of rollover services to address all your needs. We can:
- Provide exiting employees with access to WMSI’s IRA marketplace where they can compare options from leading providers and open IRAs right online
- Offer a one-stop solution for mandatory rollovers providing a choice of IRA options and an automated process flow – at no cost to you
- Administer rollovers resulting from individual account plan terminations
Select a product to the left to learn more about how our services can enhance your business initiatives.
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