Home | Contact Us | Site Map | Search:

Voluntary Rollovers   Simple Rollover Process   Part of Plan Services   Choice of IRA Providers   Targeted Communications Mandatory Rollovers Terminated Plan Rollovers Rollover Solutions Network At WMSI, we automate the rollover process making it easy for participants to process rollovers. Our Rollover Solutions Network creates a technology link between recordkeeping systems and IRA account opening systems. This link enables RSN to facilitate the exchange of a participant's account data with a retail IRA account-opening system to streamline the IRA account opening process. As a result, RSN creates a roundtrip process flow that seamlessly: •  Automates distribution processes. •  Facilitates real-time IRA rollover account openings. •  Provides liquidation and routing instructions to facilitate money movement. •  Notifies branch and financial advisors of new IRA account openings. There are no more forms to chase or checks to track down – making it easier for participants to do business with you! Want More Information? Our program summary highlights the key features of our Voluntary Program in an easy to reference format. Voluntary Program Overview

Privacy Policy  |  Copyright © Wealth Management Systems Inc.