Personal Advisor Retirement Solution: A Better Approach
Over the last several years VMS has developed the Securities Process and Control system that our current clients have successfully used in their retirement businesses. With over $12T in retirement assets in play, the next logical step for our business was to expand on our Platform’s success, by building a next-generation, retirement accounting platform.
VMS is nearing completion of an Internet-Centered technology that will seriously challenge the retirement industry’s status quo approach to servicing retirement plan participants and their assets. We believe the new platform stands to fundamentally disrupt the industry’s current servicing model.
Upon launching this new accounting technology VMS, through its subsidiary Retirement Revolution, LLC, will deliver the country’s first and only Personal Advisor Retirement Solution. With this platform, Investment Advisors are armed with a turn-key retirement platform that enables them to:
| • | Deliver the industry’s first and only 408(b)(2) compliant, fee solution |
| • | Expand into the retirement business in a highly cost-effective and efficient manner |
| • | Provide plan participants with a personal advisor that is unconstrained by a minimal list of plan investment choices, as is today |
| • | Offer every retirement plan participant personalized, cost-effective, actively managed services, regardless of the size of their assets |
| • | Choose from tens-of-thousands of investment options, independent of the plan a participant is in, and allow them to move in and out of those investments at-will, on an on-demand basis |
| • | Offer both high and low touch advice solutions, within the same retirement plan |
| • | Demonstrate market leadership and innovation by embracing a true, one-click process, to convert distributions into IRAs, without investment or fee disruption |
The Personal Advisor Retirement Solution is a better, faster, and more cost effective platform than any other retirement accounting platforms on the market today. It encompasses all of the features that retirement plan participants, sponsors and advisors are demanding while meeting the requirements and spirit of new government regulations.
Email us at RetirementRevolution@vmshelp.com or give us a call at 877.867.6595, to schedule a demo of our platform.