Servicing Strategies

ARN supports three distinct rollover servicing strategies:

Asset Retention: Activate rollover services across advisor-sold retirement plans to maximize advisor referrals and rollover opportunities at the plan level
Rollover Referrals: Join WMSI’s IRA Marketplace and promote proprietary IRAs and advisor services across a broad network of participants to expand rollover and asset acquisition opportunities
Mandatory Rollover Services: Provide plan sponsor clients with a streamlined, integrated solution to address terminated employee accounts and create new streams of revenue