Tag: Rollover Platforms

WMSI to Offer Private-Label IRAs

Through a partnership with Inspira, a provider of private-labeled IRA solutions, Wealth Management Systems, Inc (WMSI) will expand its product offering to include private-labeled IRA Solutions.

eRollover Names First CEO

eRollover, which describes itself as a destination for retirement planning, education and analysis, has named Tim Harrington as the company’s first Chairman and Chief Executive Officer. 

RolloverSystems Expands NRP Relationship

RolloverSystems, Inc. (RSI), a provider of rollover services, will now offer additional, elective service to NRP Financial, Inc. (NRPF) advisers to assist in opening IRA brokerage accounts.

RolloverSystems Introduces Service Enhancements

RolloverSystems, Inc. (RSI) has launched several moves to provide enhanced rollover asset retention solutions and participant retirement readiness tools to plan sponsors, institutional providers, third party administrators (TPAs), advisers, and participants.

WMSI, Keane Offer Plan Windup Service

Keane Retirement Services announced it is partnering with rollover provider Wealth Management Systems Inc. (WMSI) to offer an automated service for plan terminations and missing participant resolution.

Moving Out

Want to capture rollovers from your retirement plan clients? It may not be as simple as talking to participants

Migrating Money

Capturing rollovers can be made easy with the help of a solutions provider