Wealth Management Systems Inc
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Automatic Rollover Program

Servicing Strategies

ARN supports three distinct rollover servicing strategies:
  • Asset Retention: Activate rollover services across advisor-sold retirement plans to maximize advisor referrals and rollover opportunities at the plan level
  • Rollover Referrals: Join WMSI’s IRA Marketplace and promote proprietary IRAs and advisor services across a broad network of participants to expand rollover and asset acquisition opportunities
  • Mandatory Rollover Services: Provide plan sponsor clients with a streamlined, integrated solution to address terminated employee accounts and create new streams of revenue






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