According to a press release, WealthConnect uses interactive tutorials, calculators, and articles to provide participants a better understanding of the impact of retirement and financial planning decisions. The solution helps participants at any stage of life—whether just entering the work force, managing life events such as college, preparing for retirement, or in retirement, the company said.
“WealthConnect is … a significant service that our adviser and TPA partners can introduce to plan sponsors to differentiate their practices,” said Chief Marketing Officer Jim Langenwalter, in the release.
RSI manages the rollover process for 401(k) plan sponsors, providing participants with education on retirement options, access to an array of rollover options, and assistance with rollover, transfer, or distribution processes through its Retirement Center.
More information is available at www.rolloversystems.com/solutions.