WMSI works with our clients to develop strategic communications campaigns to promote and explain rollover services to:

• Plan Sponsors
• Participants



Targeted plan sponsor and participant communications are an effective way to promote rollover services and IRA adoption. Our materials are completely customizable and can be branded to include the provider's name and logo or plan name as required.

Needs-Based Marketing
WMSI can also aggregate participant data and segment participants by status code, investor profile, or life stage. This feature is valuable in promoting IRA rollover services to targeted participants and maximizing rollover and asset retention opportunities.