Wealth Management Systems: Streamlined Processing

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	Plan Sponsors
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	Asset Retention

	Centralized Servicing Platform

	Streamlined Processing

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	Your Branded Solution

	Mandatory Rollovers

	Terminated Rollovers

	IRA Providers
	TPAs/Recordkeepers
	Financial Advisors
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RSN clearly simplifies the process for participants, but it also enables your organization to realize efficiencies in processing such as:

•	Paperless distribution and IRA account openings.
•	Direct transfer of assets so participants don’t have to handle checks.
•	Automated receipt of liquidation and routing instructions to facilitate money movement.
•	Funding of new IRA account in 5-7 days.
•	Notification of branch and financial advisors of new IRA account openings.
•	Access to full reporting and transaction monitoring capabilities.

The RSN technology is scaleable and can grow and expand with your organization as you look to enhance distribution and rollover services to realize operational efficiencies and reduce costs.

We can address your questions or schedule a program review.

Phone
908.333.4089

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