|
| How It Can Help You |
 |
See the advantages of RSN for yourself:
IRA Providers
- Join WMSI’s IRA Marketplace and gain access to an expanded participant network to maximize asset acquisition and rollover opportunities
- Leverage WMSI’s RSN platform and automated processes to further asset retention efforts across proprietary retirement plan
- Simplify and streamline IRA account opening and distribution processes for participants
Plan Sponsors
- Expand plan services to include rollovers
- Provide participants with access to WMSI’s IRA Marketplace where they can view and compare options from leading providers
- Take advantage of streamlined rollover processes to reduce participants’ time out of market
- Expand plan level education and distribution services to help participants make informed decisions, preserve their savings and reduce cash-outs
TPAs and Recordkeepers
- Monetize distributions rolling off your platform
- Generate revenue from rollovers processed through WMSI’s IRA Marketplace
- Offer new rollover solutions to financial clients focusing on asset retention
- Create a more robust plan offering for plan sponsors and participants
- Streamline rollover processes and reduce administrative burdens and costs
|
 |
|
|