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| How It Works |
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Advisory firms and broker/dealers can leverage ARN to:
- Turn on Rollover Services: Implement rollover services across all advisor-sold retirement plans at once and view participant data in one centralized location
- Integrate Rollover Services at the Plan Level: Enable participants looking for assistance to reach an advisor or open an account online through the plan Web site or their provider’s Call Center quickly and easily
- Proactively Market Services to Participants: Market services to a targeted group of participants – usually as they leave the plan – promoting advisor services or proprietary options based on account thresholds
- Leverage Financial Planning Tools & Services: Provide advisors with access to a suite of financial planning calculators to help model customized client projections and identify preferred retirement products
WMSI partners with each advisory firm and broker/dealer to customize the ARN rollout strategy and to define the data sources for integration – whether internal or external (i.e. working with multiple recordkeeping partners).
ARN services can be defined at the firm or broker/dealer level or can be advisor-driven to accommodate the needs of independent financial advisors.
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