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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
PLANADVISER Staff
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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