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Technological Vision Background & Philosophy Our Team Client & Partners Press Room Contact Us Press Releases 2008 April 2008 Reinventing Rollovers - WMSI and Hewitt Partner to Solve the Rollover Puzzle 2007 December 10, 2007 Scottrade Joins WMSI’s IRA Marketplace November 29, 2007 WMSI Names Michael T. Shafer Vice President of Relationship Management November 06, 2007 ACS and Wealth Management Systems Inc. to Offer Enhanced IRA and Annuity Services November 05, 2007 Hewitt Associates Augments 401(k) Services with Rollover Resource August 21, 2007 WMSI Appoints John Geli as Chief Executive Officer March 14, 2007 Mercer HR Services Utilizes WMSI Technology to Offer Enhanced Rollover Services for Former Retirement Plan Participants February 26, 2007 Transamerica Implements WMSI’s Automated IRA Account Opening Solution February 09, 2007 SunGard Announces Joint Marketing of Rollover Services with WMSI January 23, 2007 Wealth Management Systems collaborates with PENCHECKS 2006 December 08, 2006 Rollover Provider Wealth Management Systems Inc. Adds to Sales Team November 02, 2006 Wealth Management Systems Inc. Has a New HQ October 30, 2006 Rollover Provider Wealth Management Systems Inc. Announces Roth Mandatory IRA Rollover Capabilities March 21, 2006 Envisage Joins WMSI's Rollover Solutions Network February 22, 2006 WMSI and InvestLink Technologies: "Get Connected" February 07, 2006 WMSI "Rolls In" The New Year PLANSPONSOR Roundtable WMSI is the first company to offer rollover services as an extension of plan level services and to fully automate the IRA rollover process for participants. PLANSPONSOR recently spoke with WMSI and several of its clients who are dedicated to providing rollover services to keep participants on the right savings track throughout their lives. PLANSPONSOR Article Press Room Archives Looking for a press release? Please select from the archives below: Press Room 2005 Press Room 2004 Press Room 2003

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