IRA Rollovers
Recordkeepers and plan advisors face two IRA rollover challenges: a smarter opportunity to retain more high balance, voluntary rollover IRAs and a need for a smoother force-out IRA process. iJoin gives you both.
IRA Clarity™
Retain rollover assets with automated IRA candidate screening, suitability analysis, targeted communications, and seamless account opening.Learn More
Automatic Rollovers
Simplify small balance force-out processing with built-in automated IRA functionality for terminated participants.
Learn More
Employees retire and roll over their 401k balances to other providers.
You lose AUM. 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 may benefit
- Clarity about determining IRA suitability
- Clarity about communication and IRA account opening
- Clarity about keeping clients and providing advice
iJoin’s IRA Clarity functionality is a component of iJoin ACT.
iJoin handles automated screening, hands off to Broadridge’s Decision Optimizer to determine suitability, and has built-in, targeted emails to invite rollover-eligible participants to set up a new account on PenChecks’ NextLevel IRA platform.
The NextLevel IRA connects seamlessly with iJoin to present the investor a goals-based 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.
IRA Clarity represents collaborative innovation to help advisors be more successful.
