Benefits to Advisors, TPAs, Plan Sponsors and Participants

Retirement Revolution’s unique combination of features provides benefits across the retirement ecosystem that are unmatched in retirement servicing today.

Advisor benefits

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Unprecedented model management for customized investment strategies

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Use the same model across any number of plans and participants – change/rebalance it, and all plans and participants automatically rebalance on schedule

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Any model can hold any investment – they’re not limited to a plan’s core fund lineup*

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Retirement service expertise enhances and extends the services you provide and enables you to focus on continued growth

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Dashboard provides quick and immediate access to information in real time

*At this time, Advisors are responsible for fee disclosure on non-core investments.

TPA benefits

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Increase the value of your business by moving away from insurance products that drag down the company’s value in the eyes of potential acquirers

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Timely and accurate reporting

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Ability to provide true open architecture

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100% fee and mutual fund revenue transparency at the participant level

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Daily accrual of all mutual fund revenue down to the participant level

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Dashboard provides quick and immediate access to information in real time

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Distribution services through our network expands your marketing and sales reach

Plan Sponsor benefits

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100% fee and mutual fund revenue transparency to the plan and the participant mitigates risk

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Mutual fund revenue is credited directly to each participant’s account, according to what his/her assets earned, which demonstrates true revenue transparency

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Tools to enhance enrollment and foster plan growth

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Retirement readiness tools to maximize participant contributions

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Unlimited number of hire and re-hire dates allows proper accounting of hours and compensation by employment period

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Dashboard provides quick and immediate access to information in real time

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Simplified and streamlined payroll processing

Participant benefits

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Retirement readiness tools

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Gap analyzer provides clear snapshot of how retirement goals are tracking

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100% fee and mutual fund revenue disclosure down to the participant level

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Cash received from mutual fund revenue credited directly to the participant’s account according to what his/her assets earned

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Dashboard provides quick and immediate access to information such as account rate of return, retirement readiness, and investment allocations in real time

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Email and/or text notifications keep participants informed of plan activity

Please contact us today to discuss how VMS can help your business. We can be reached by email at info@vmsholdings.com or by phone at 1.800.867.4357.

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