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Rollover Solutions Network
Wealth Management Systems Inc. (WMSI) developed the
Rollover Solutions Network
processing platform to provide clients with direct access to the rollover marketplace and the significant amount of assets in transition. We provide rollover services to address every need including:
Voluntary Rollovers
WMSI enhances the participant experience by making IRA rollovers a seamless extension of plan-level services and offering a choice of IRA providers.
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Mandatory Rollovers
WMSI provides a fully automated solution for administering mandatory rollovers from all qualified retirement plans including 401(k), 403(b), 457 and Defined Benefit plans.
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Terminated Plan Rollovers
In the event of plan termination, WMSI can provide a fully automated solution for administering IRA rollovers including choice of IRA provider, participant notifications, and IRA account opening processes.
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Rollover Solutions Network
With its win-win technology, Wealth Management Systems Inc.'s Rollover Solutions Network provides a total rollover solution that addresses the needs of all interested parties.
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RSN Platform
Our Rollover Solutions Network (RSN) platform creates a technology link between retirement plans and retail IRA account opening systems. This link facilitates the exchange of participant data and:
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Streamlines distribution and rollover processes.
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Automates IRA account openings in real time.
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Enables the direct transfer of assets.
So participants never have to mail applications or handle checks!
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