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Rollover Services for Relius Clients |
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Wealth Management Systems Inc. (WMSI) and SunGard have formed a strategic partnership to deliver effective rollover capabilities to all Relius clients. Through a single point of integration within SunGard’s operating systems, WMSI’s suite of rollover services can be efficiently utilized by Relius clients to capitalize on rollover opportunities. This suite of rollover services includes:
Rollover Central
Rollover platform designed to streamline the rollover process and make IRAs accessible to participants at the plan level.
Key Benefits:
- Enhance Asset Retention Strategies
Clients can leverage RolloverCentral to promote proprietary IRA products to participants as they leave the plan to retain more assets in-house
- Monetize Distributions
Client’s can offer WMSI’s IRA Marketplace to monetize distributions going to external IRA providers
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Automatic Rollover Program
Offered in partnership with Millennium Trust Company, this program is designed to help providers and plan sponsors address the EGTRRA regulation.
Key Benefits:
- Streamlined Force-Out Solution
Expand service offerings for plan sponsors providing a streamlined solution for administering force-out provisions and plan terminations. Reduce fiduciary liabilities, administrative burdens and plan level expenses
- Enhance Revenue Opportunities
Maximize revenue opportunities on rollovers processed through the WMSI/Millennium
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Relius Clients Ready to Go
WMSI and SunGard completed the Relius integration on September 2, 2011 making all rollover services readily accessible to Relius Clients.
OMNI clients can also leverage these services and can begin working with SunGard and WMSI now to implement customized rollover servicing strategies in 2012. |
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