Wealth Management Systems: Mandatory Rollover Services for TPAs/Recordkeepers

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Through RSN, you can also implement a fully automated solution for administering Mandatory Rollovers from all your plans including 401(k), 403(b), 457, and Defined Benefit plans. Within the Mandatory Rollover program, WMSI manages the exchange of all participant data enabling:

• Paperless transactions – no forms or IRA applications.
• Choice of IRA provider.
• Automatic IRA account openings.
• Reconciled reporting on all fund activity.

WMSI also provides program materials including Servicing Agreements and participant rollover notifications to address the Department of Labor’s Safe Harbor Provisions.

Learn more about our Mandatory Rollover Services.

Want More Information?

Our program summary highlights the key features of our Mandatory Program in an easy to reference format.

Mandatory Program Overview