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Voluntary Rollovers Mandatory Rollovers Terminated Plan Rollovers   Choice of IRA Providers   Automated Account Openings   Program Administration Rollover Solutions Network Plan terminations can be complex to administer in terms of notifying participants, managing “lost participant” accounts, identifying an IRA provider, and facilitating the transfer of participant data and assets. WMSI offers a comprehensive terminated plan program to address these administrative challenges. WMSI can provide access to the IRA services of: • American Century Investments • E*TRADE Financial • Entrust • Fidelity Investments • Hueler Investments (immediate annuity option) • Merrill Lynch • T. Rowe Price • TD Ameritrade • The Bancorp Bank Upon termination of the plan, the plan sponsor may designate a specific IRA provider or enable participants to choose an IRA provider as part of the notification process. WMSI can also support proprietary IRA offerings within a customized rollover program. Want More Information? Our program summary highlights the key features of our Terminated Program in an easy to reference format. Terminated Program Overview Choice of IRA Providers WMSI's current IRA providers include: WMSI can also support proprietary IRA products in a customized rollover program.

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