Wealth Management Systems: Program Administration

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	Voluntary Rollovers
	Mandatory Rollovers
	Terminated Plan Rollovers
	Choice of IRA Providers

	Automated Account Openings

	Program Administration

	Rollover Solutions Network

WMSI coordinates with plan administrators and plan sponsors to provide the program materials and documentation that will facilitate terminated plan rollovers including:

Terminated Rollover Services Kit
WMSI provides Plan Sponsor Kits explaining the Terminated Rollover Services program and the steps to integrate it into the plan termination process.

Enrollment Agreements
WMSI manages the plan sponsor enrollment process and provides the enrollment agreements to be executed with the designated IRA provider.

Participant Notifications
WMSI provides plan sponsors with sample participant notification materials to explain the distribution options available, the IRA rollover services available, and the timeframe for making a decision.

This turnkey solution alleviates the resource and administrative burdens on plan sponsors and plan administrators by centralizing program administrative responsibilities with WMSI.

We can address your questions or schedule a program review.

Phone
908.333.4089

Email