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With baby boomers retiring and the number of job changers in the workforce increasing, more participants are actively seeking rollover solutions than ever before.
To help make IRA services directly accessible to exiting employees at the plan level – while expanding distribution services and rollover opportunities along the way – Wealth Management Systems Inc. (WMSI) offers the Rollover Solutions Network (RSN).
Utilize RSN to:
- Create your own centralized rollover servicing strategy; use your existing Call Center and Web site or work with WMSI to create, upgrade, or enhance them
- Promote your proprietary products to further asset retention
- Provide participants with a choice of 14 IRA options through WMSI’s IRA Marketplace
- Monetize distributions leaving your platform and create new revenue opportunities
- Streamline rollover processes and reduce your administrative costs
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