October 17, 2012
Management Systems Inc. (WMSI) has launched its latest Web application,
In addition to providing a choice of IRA products and
streamlining the rollover process, Rollover Central will provide users with
expanded educational content, videos and product comparison tools to help
employees with their rollover decisions.
Designed with job changers and retirees in mind, Rollover
Central is an integrated plan service that enables plan sponsors and retirement
plan providers to educate exiting employees about distribution options so they
can make better, more informed decisions about their retirement savings. For
those deciding to roll over to an IRA, Rollover Central enables users to
compare multiple product options from IRA providers side-by-side to evaluate special
offers, investment services and fees and help users select the option that is
right for them.
User-friendly screens and new Learning Center and How It
Works sections help users get answers to their specific questions whether they
are rolling over for the first time, changing jobs or getting ready to
Most participants who initiate rollovers through the firm’s
applications tend to visit and gather information at least twice before transacting,
according to John Geli, chief executive of WMSI. “We added the new SAVE and
EMAIL capabilities to encourage users to review and compare IRA options online,
and to share information with spouses and others who they may consult with when
making financial decisions,” Geli said.
WMSI is connected to recordkeepers, servicing more than 12
million participants. More information is at http://www.wealthmsi.com.