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Rollover Solutions Network
Everyone Has a Stake
Integrated Solution
Part of Plan Services
Redefining the Rollover Process
Key Benefits
Funding IRA rollovers the traditional way can take an average of
43 days.
Rollover Solutions Network reduces that to an average of just 5 days.
How? By automating the process flow. By integrating distribution and rollover services, we are able to provide participants with one-click/one-call functionality.
Because many plan participants are challenged to evaluate the IRA marketplace on their own, RSN provides a choice of IRA and annuity offerings so participants can compare providers and service offerings, and make an informed rollover decision.
RSN brings plan sponsors and their participants IRA solutions that can be tailored at the TPA, plan, and participant levels, providing service that's decidedly customer-centric.
Capturing Rollovers
"We saw the potential not only to improve distribution processing but to facilitate the structure of an IRA marketplace. If recordkeeping service providers could integrate their distribution services with multiple financial institutions, participants would be able to choose their IRA provider and we could create a home for every rollover account regardless of the size of the balance."
-Tom Loch, President of Wealth Management Systems
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