Your Clients Will Love This Simple Solution to Streamline Your IRA Program
Today’s consumers want easy access to their accounts. Simply put, they want more control. They don’t want to be sold to, and they don’t want to have to walk into a branch office to seek out information. However, they do need the information that your financial organization can provide about their IRAs and other accounts. They simply want access to it when it’s convenient for them.
We get it. And we have the perfect solution to help your clients gain more independence over their IRAs. It will also help lighten the load for you and your staff.
Retirement Central: Consumer Retirement Planning and Online Account Management Simplified
Retirement Central is a web-based retirement platform that is maintained and supported by Ascensus, yet managed and controlled by your financial organization. Retirement Central is a cost-effective tool that is easy to customize and install on your website, providing your clients with the retirement planning information that they need. There is no additional work required by your own staff.
This web portal gives your clients access to consumer retirement education centered around major life events. Getting married or having a baby? They can read helpful tips on how to navigate these important times in their lives while also planning for their future. Our FAQs also provide the answers to questions that they may have about different types of accounts—including IRAs, health savings accounts (HSAs), and employer-sponsored retirement plans. Retirement Central also offers monthly feature articles on current retirement-related topics. You can trust that the information is compliant with today’s rules and regulations.
But there’s more. Your clients can use our planning tools and calculators to create their own financial projections and make decisions based on their own calculations. For example, our Roth IRA Conversion Tools allow clients to analyze the pros and cons of a full or partial Roth conversion, using their personalized information.
Retirement Central also offers a Products and Services page where your financial organization can link its savings account products—such as IRAs, HSAs, and Coverdell education savings accounts.
For our Fully-Administered Program clients, Retirement Central also offers an add-on feature that provides that next-level client service, the Take Action Forms Center. This online account management solution allows your clients to open and manage their own IRA and HSA transactions online. Clients can fill out documents, take the first steps to initiate a contribution or withdrawal, or open and manage their IRAs and HSAs. This can streamline and shorten the process for both you and the client when they want to select investments, make contributions, and submit forms electronically to you. It comes with a variety of security features built into the system to make processing these transactions easier, while also preventing errors and fraudulent transactions.
Retirement Central is easy to add to your existing online services. You’ll always retain online, real-time administrative control.
Learn How Retirement Central Can Help Your Organization Grow
What to learn more about Retirement Central and how it can be seamlessly integrated into your current online content? Contact your sales representative or give us a call at 800-346-3860 or email us at sales.support@ascensus.com.
