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| How It Can Help You |
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See the advantages of our Mandatory and Terminated Plan Rollover services for yourself:
Advisory Firms
- Foster relationships by addressing the needs of plan sponsors
- Expand cross-selling opportunities
Plan Sponsors
- Choice of IRA options – with varying default fund options
- Reduce fiduciary liabilities, administrative burdens and plan level expenses
Participant search and lost participant services are provided through our partnership with the Keane Organization Inc. to comply with regulatory requirements.
TPAs and Recordkeepers
- Enhance your service offering to plan sponsors
- Provide plan sponsors with a streamlined solution for administering force-out provisions and plan terminations
- Define file formats and regular processing schedules with WMSI to standardize operational requirements
- Maximize revenue opportunities on rollovers processed through the WMSI program
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