This document summarizes a business analysis case study of a financial firm's IRA simplification project. The firm wants to increase its market share in retirement accounts but faces challenges from decentralized processes and long transfer times. The analysis identified key teams and systems involved, interviewed stakeholders, mapped the account opening, monitoring, and funding processes, and found errors, bottlenecks and opportunities for improvement. The proposed solution is a three-generation phased rollout to streamline the process through training, increased automation, and consolidation of tools and support groups. Detailed multi-generational process charts were created to outline the plan for financial advisors, self-directed clients, and full service clients across account opening, monitoring, and funding stages.