Wealth Management Systems: Mandatory Rollover Services for Plan Sponsors

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Using RSN, you can implement a fully automated solution for administering Mandatory Rollovers from all your plans including 401(k), 403(b), 457, and Defined Benefit plans. Within the Mandatory Rollover program, WMSI manages the exchange of participant data enabling:

• Paperless transactions – no forms or IRA applications.
• Automatic IRA account opening.
• Reconciled reporting on fund activity.

WMSI also provides program materials including Servicing Agreements and model participant rollover notifications to address the Department of Labor’s Safe Harbor Provisions.

Learn more about our Mandatory Rollover Services.

Want More Information?

Our program summary highlights the key features of our Mandatory Program in an easy to reference format.

Mandatory Program Overview