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WMSI Partners with The Retirement Plan Company
Under the partnership, participants will be able to access a choice of 10 IRA options and facilitate the opening of the IRAs online. WMSI’s rollover platform also exchanges participant account data with IRA providers directly, creating a streamlined rollover process that can significantly reduce a participant’s time out of market, the company said.
The TRPC rollover services program will be launched by June.
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