Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

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IRA Clarity

Automated IRA candidate screening, suitability, communications, and account opening to help plan advisors retain rollover assets.

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Employees retire and roll over their 401k balances to other providers. You lose AUM, and they lose the benefit of a highly-personalized, goals-based experience that already understands their progress and needs. They also lose access to their managed advice program.

iJoin’s IRA Clarity is built to address this challenge and help you retain customers and assets by creating:

  • Clarity about people in your retirement book who are nearing retirement
  • Clarity about determining IRA suitability
  • Clarity about communication and IRA account opening
  • Clarity about keeping clients and providing advice

iJoin handles automated screening, hands off to Broadridge’s Fi360 Decision Optimizer to determine suitability, and has built-in, targeted emails to invite rollover-eligible participants to set up a new account on PenChecks’ Next Level IRA platform.

The Next Level IRA connects seamlessly with iJoin to present the investor a familiar user experience and gives them continued access to managed advice.

After an IRA is set up, you’ll find it easy to use iJoin’s advisor analytics and communication tools to continue to provide education, nurture relationships, and deliver value.

Help advisors retain IRA rollover assets.

IRA Clarity is an unparalleled end-to-end solution to do just that.

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