Advisor Wealth Management
New Opportunities in Sponsor Retention, Retirement Plan Lead Generation and Wealth Management
Participants leave employment for a variety of reasons; but in every instance, participant retirement savings are at risk of being cashed out.
But what if you could capture the most attractive of those terminated participants and quickly and easily convert them to clients of your private wealth management practice?
Working with RolloverSystems, you can do just that.
RolloverSystems will supply you with timely, high quality rollover leads on terminated participants from your plans, enabling you to capture and convert them before other advisors can reach them.
Secure Your Plan Relationships
This partnership will help your plan sponsors better manage plan costs by eliminating terminated participants, and offer an important HR benefit, as well. It will also give those terminated participants new options to keep their retirement savings on track.
» Secure your plan relationships
- Increase participants’ retirement readiness
- Decrease fiduciary exposure to risk
- Increase plan efficiency
» Secure your income
- Systematic rollover prospect identification
- Access to prime leads before your competition
- You determine your key prospect demographics
- Increase rollover leads
» Maximize your time and money
- Reduce or eliminate marketing expense in prospecting rollovers leads
- Reduce or eliminate participant distribution calls
- Increase back office and operations support
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Your New Back Office Team »
» Getting your plans signed up (RCAP):
- Customized marketing collateral to your plan sponsors
- RSI completes fulfillment and processing
- RSI keeps you informed through regular status updates
» Implementing plan services
- Automatic Rollover (ARO) and Safe Harbor IRA setup
- Participant engagement and notification campaigns on your behalf
- Distribution processing
- Terminated plan and missing participant services
» Advisor Rollover Desk
- Maximize your program’s value by letting your Advisor Rollover Consultant analyze your plan book and suggest
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Learn more with our
on-demand video
What do industry-leading retirement plan advisors have in common? They all utilize RolloverSystems as a no-cost way to differentiate their service to Plan Sponsors while enhancing their own wealth management practices with quality rollover leads. As Advisor David Camper says, “Like I tell all my clients, can you think of a reason not to do this? I mean this is a no brainer.”
Any company can talk about the quality of their services, but we want you to hear it directly from some of the industry's best. At RolloverSystems we are proud to share with you the success stories of our advisor partners.
View the webcast.Questions?
To learn more about how we can assist you call: