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Technological Vision Background & Philosophy Our Team Client & Partners Press Room Contact Us Wealth Management Systems Offers IRA "Direct Link" - No Assembly Required Holgate, NJ (January 11, 2004) - Wealth Management Systems, the first company to offer fully automated rollovers, announced a new spin on their Rollover Solutions Network: the IRA "Direct Link". Direct Link is a new WMSI offering that enables administrators to quickly and easily make rollover services available to participants with no systems integration required. Simply by logging on to their Plan Website, participants can gain access to the WMSI IRA Marketplace and open an account in real time with their provider of choice including Ameritrade, ETRADE, Merrill Lynch and T. Rowe Price. IRA Direct Link: •  Automates the account opening process. •  Opens the IRA account in real time. •  Provides a signature ready application for mailing to the IRA institution. •  Requires no systems integration. Once the new IRA account is opened, the participant is then linked to the plan administrator's online distribution process or distribution form to facilitate the account distribution process. Within the industry, it is still common to find organizations utilizing paper-based distribution processes to accommodate plan exception processing and plan sponsor approval requirements. With IRA Direct Link, organizations can now offer rollover services online without having to outsource the IRA selection or forms management processes. This service configuration enables the service provider to own the customer experience - not outsource it. Direct Link can be implemented within a two-week timeframe and is an extremely efficient way to make rollover services available to a broad participant base. "We recognize that within the IRA marketplace, it is increasingly important for our clients to enhance service offerings and build a one-to-one relationship with participants", said Tom Loch, President of Wealth Management Systems. "Direct Link is a cost-effective solution that empowers our customers to directly service their own participants and leave no rollover behind. And the Direct Link technology can grow and expand with an organization as they look to enhance distribution and rollover services and leverage operational efficiencies." About Wealth Management Systems Inc. Wealth Management Systems Inc. (WMSI) is the leading provider of technology-based rollover products and services within the retirement industry. WMSI's Rollover Solutions Network integrates the processing platforms of Third Party Administrators and IRA providers, enabling exiting employees to effect their distributions and open IRA accounts in a single, real-time transaction. Through RSN, financial institutions are able to further asset retention initiatives and gain access to a volume distribution network. TPAs and Plan Sponsors are provided with comprehensive distribution and rollover processing services that can significantly reduce administrative burdens and operating costs. And participants gain access to the comprehensive IRA and annuity services they are seeking as they make distribution decisions that will effect their long term financial well being. The Rollover Solutions Network is quickly becoming the industry standard for rollover processing and currently services over 1 million participants through its Call Center and Participant Website applications. WMSI also offers the only complete, fully automated EGTRRA Rollover Solution that satisfies Safe Harbor Provisions and provides for participant notifications and the administration of Plan Sponsor and IRA Provider agreements. Additional information about WMSI and all rollover product solutions is available at www.wealthmsi.com. Back to Press Room Press Release Archives Looking for a press release? Please select from the archives below: Press Room 2006/2007 Press Room 2005 Press Room 2004 Press Room 2003

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