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| How It Works |
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RSN connects recordkeeping platforms with the account opening systems of IRA providers, allowing participants to open IRA accounts and effect distributions at the plan level in a single, real-time transaction – greatly simplifying the rollover process.
Use RSN to create your own centralized rollover servicing strategy – Web and Call Center:
Web
Participants can easily access RSN through a link on their plan Web site to:
- Access a broad choice of IRA options through WMSI’s IRA Marketplace
- Compare and evaluate options from multiple providers
- Open Traditional and Roth IRAs right online
- Request quotes for variable deferred and immediate fixed annuities
- Fund most IRAs directly in 3 to 5 business days
- Reduce time out of market by eliminating check processing
Call Center
Compile and merge data – including participant and advisor information – from multiple sources into one easy to use, complete record.
Using our easily customizable systems, WMSI will work directly with you to develop an application that will enable you to:
- Aggregate data based on your existing systems –either a direct recordkeeping system(s) link or via data feeds from multiple recordkeeping sources
- Proactively market your rollover services
- Track participant elections
- Eliminate manual processes
- Centralize reporting
- Control advisor referral programs
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