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Automatic Rollover Program

WMSI's IRA Marketplace

Using WMSI’s IRA Marketplace, participants can open an IRA right online or learn more about annuities with any one of these top providers:

Interested in displaying your proprietary IRA?
You can leverage WMSI’s marketplace in two ways:

Acquire new business
  • Join WMSI’s IRA Marketplace and market your IRA product to millions of participants as they make IRA rollover decisions
Retain Assets
  • Implement RSN across your retirement plans and market your proprietary IRA to participants directly to maximize asset retention and AUM
Learn More
Read RSN Product Brochure
Read Call Center Product Brochure
   
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