Wealth Management Systems: Streamlining Rollover Processes

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WMSI’s Rollover Solutions Network creates a link between your operating platform and the account opening systems of various IRA partners. This link allows your participants to view their IRA options online, and to open IRA accounts electronically with the provider of their choice in real time.

The RSN technology streamlines the IRA rollover process by offering IRA services within your existing web channels, so the cost of processing and executing a rollover for a participant is no higher than cutting a check to that employee – but the amount of paperwork and the steps in facilitating the rollover are significantly reduced.

Real Time Access
Because RSN is linked to your systems of record, we have real time access to participant data. With current participant data RSN can:

•	Process paperless distributions immediately (once completed by the participant).
•	Communicate with active participants.
•	Initiate needs based marketing campaigns for terminated and retired participants.

We can address your questions or schedule a program review.

Phone
908.333.4089

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