Products May 11, 2010

WMSI Partners with The Retirement Plan Company

Wealth Management Systems Inc. (WMSI) has partnered with The Retirement Plan Company LLC (TRPC) to offer its rollover platform through TRPC’s Web site.
Reported by

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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Products May 11, 2010

NRP Advisers Have Access to Mullin TBG Executive Benefit Solutions

As part of National Retirement Partners’ nonqualified initiative, the network of independent advisers has teamed up with MullinTBG, a Prudential Financial company, to be its preferred nonqualified provider.
Reported by

Under the agreeement, member firms of NRP will expand their benefits offerings to provide clients with MullinTBG’s executive benefit services. An announcement said NRP chose MullinTBG for its experience, technology, and depth of consultative expertise in all facets of deferred compensation.  

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