How It Works

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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Who Uses ARN