WMSI adds Inspira to Automatic IRA Rollover Marketplace

Wealth Management Systems, Inc (WMSI) and Inspira jointly announce an agreement to offer Inspira’s Total IRA featuring the VALIC Fixed-Interest Option on the WMSI Automatic IRA Rollover Marketplace.

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“Our goal is to focus on the needs of these low-balance accountholders, giving plan fiduciaries the ability to feel comfortable in their fiduciary decision to use Total IRA as their Automatic IRA Rollover Solution.”

Pittsburgh, PA (PRWEB) August 16, 2012

Wealth Management Systems, Inc (WMSI) and Inspira jointly announce an agreement to offer Inspira’s Total IRA featuring the VALIC Fixed-Interest Option on the WMSI Automatic IRA Rollover Marketplace.

This alliance enhances WMSI’s already strong product offering and further cements Inspira’s place as the industry’s premier independent provider of IRA services, including automatic and voluntary rollovers, payroll deduction IRAs and IRA recordkeeping outsourcing.

The agreement also strengthens the existing partnership between Inspira and WMSI and gives Inspira even greater opportunities in the Automatic IRA Rollover arena.

“The Total IRA – VALIC Fixed-Interest Option not only offers a default investment that enables even small involuntary accountholders to continue to grow assets but gives those accountholders the opportunity to diversify that original investment into more than 30 mutual funds screened and monitored by an independent investment advisor, ” said Lowell Smith Jr., founder of Inspira.

“Our goal is to focus on the needs of these low-balance accountholders, giving plan fiduciaries the ability to feel comfortable in their fiduciary decision to use Total IRA as their Automatic IRA Rollover Solution.”

For WMSI, the program gives their clients an alternative option that includes a unique default fund investment, diversification options and a low annual fee.

“We believe in offering out clients the choice of the best IRA programs available,” said John Geli, WMSI President. “Through our alliance with Inspira, our clients gain an additional, unique automatic rollover solution that we can offer to our rapidly expanding client-base.”


Contact

  • Mark Fleckenstein
    InspiraFS
    412-440-6991
    Email
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