Retirement Revolution

At VMS, we are dedicated to helping service providers implement best-in-class solutions for the plan sponsors, and ultimately the individual participants, they serve. Utilizing cutting-edge technology and our deep knowledge of the retirement industry, we have built a dynamic, cost-effective, feature-rich recordkeeping solution with Retirement Revolution.


Retirement Revolution combines the best features of trust, brokerage and recordkeeping systems in one relational database that solves for deficiencies in legacy systems. It radically simplifies 401(k) recordkeeping, provides greater operating flexibility and transforms the way forward-thinking organizations manage their retirement business. Our next generation technology dramatically lowers transaction costs for plans of all sizes by eliminating overhead and maintenance — unlocking valuable resources for you to focus on providing the best service to participants.

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100% Fee Transparency

Full fee transparency is perhaps the most critical component of recent regulations and will likely grow in importance in the years to come. Retirement Revolution provides absolute fee transparency, reporting fees at the participant level in an easy-to-read format – assisting service providers with their fiduciary responsibility to clearly communicate what the plan and participants are paying.

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True Open Architecture

True open investment architecture allows for any mix of investment options, not just a few dozen. With over 12,000 mutual funds to select from, plus unprecedented model management and investment elections at the source level, VMS provides one of the most robust platforms in the industry. Open architecture lets advisors choose what’s best for the plan, without limitations, which decreases liability and reflects well on plan fiduciaries.

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Participant-level Recordkeeping

Fees and mutual fund revenue sharing are fully disclosed and captured at the individual participant account level, accrued daily and directly posted to the appropriate participant's account. All credits and debits are shown on the participant’s quarterly statement with no uncertainty.

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Small/Mid-size Plan Focus

Large plan capabilities help service providers compete with today's largest bundled providers in the rapidly growing start-up, micro, small, and mid-sized space. Our technology is designed to drive costs down so significantly that we are able to deliver a large plan servicing model to the smallest of plans, without sacrificing profitability or service.

For more information on the

Retirement Revolution ecosystem

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For benefits to

Advisors, TPAs, Plan Sponsors and Participants

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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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