How It Works

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

Learn More
	Read RSN Product Brochure
	Read Call Center Product Brochure

Who Uses RSN

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