Home | Contact Us | Site Map | Search:
 
Voluntary Rollovers
Mandatory Rollovers
Terminated Plan Rollovers
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
Privacy Policy  |  Copyright © Wealth Management Systems Inc.