Partners
Working with our partners, RCP Solutions has developed tailored retirement plan solutions for locating missing participants and getting them to take action, for assuming treasury management responsibilities and the re-issuance of distribution checks as well as for rolling over assets for future participant recovery according to government guidelines. RCP Solutions and its partners can help plan sponsors, bankruptcy trustees, third party administrators (TPAs), record keepers and others with all of their retirement plan management challenges.
Since its inception in 2000, Millennium Trust has worked with industry leaders to offer precise, proven administrative and custodial services to a wide variety of individuals, investment professionals and institutions. The firm has become an industry leader in administering alternative investments for Self Directed IRAs and Solo 401(k)s, creating Automatic Rollover solutions, offering cost-effective 403(b) solutions, breaking new ground with integrated solutions in Health Savings Accounts, and creating unique trading platforms in Investment Advisor Services. Today, Millennium Trust custodies more than 60,000 IRA accounts.
Founded in 2000, WMSI began as an employee technology services company developing Web services and interfaces for leading financial services organizations.
In response to IRA rollover trends, WMSI’s management team leveraged their retirement services expertise and launched the Rollover Solutions Network in 2003. WMSI has been marketing rollover servicing technologies and operating platforms as its primary product offering ever since.
In 2005, WMSI formed WMSI Securities LLC to expand its alliance partnerships and make it easier for FINRA member firms to conduct business with WMSI. WMSI Securities LLC does not offer rollover products but rather responds to securities regulations to provide clients with a higher overall level of security.
Based in Pittsburgh, PA, provides automatic and voluntary IRA rollover solutions for Financial Advisors, Plan Sponsors and Third Party Administrators. Inspira’s solutions generate revenue for its partners while simultaneously eliminating administrative costs.
Centier administers over 70,000 Safe-Harbor-IRA® accounts. Our client list includes Aetna, Bob Evans Farms, CSX, LifePoint Hospitals, Marriott International, Mutual of Omaha, clients of The Standard Insurance Company and more than two thousand other plan sponsors/providers large and small. As testimony to the quality of our program, Centier has been selected as a preferred (in some cases exclusive) automatic rollover provider by Hewitt Associates, Mercer, Crowe Chizek, Epic Advisors, Kreig DeVault, The National ESOP Association, RolloverSystems and others. We have the resources and experience to offer the most comprehensive automatic rollover service in the country.
