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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Alliance Pension Consultants, LLC Partners with iJoin to Help Advisors Deliver Greater Value

July 10, 2020

Alliance adds iJoin’s goal-based participant experience and active engagement capabilities to elevate its partnership with retirement plan advisors

Alliance Pension Consultants, LLC (Alliance) and LDI-MAP LLC (d.b.a. iJoin) have announced an agreement to incorporate iJoin’s retirement plan technologies into Alliance’s 401(k) and 403(b) offering. Headquartered in Deerfield, Illinois, Alliance has long been a leader in recordkeeping and plan design, providing expert, high-touch support for retirement plan focused advisors and their clients. Under this agreement, financial advisors with plans on Alliance’s open architecture platform will be able to leverage a personalized, goal-based participant experience, plan success analytics, customized engagement platform, and managed account program.

“These first 40 recordkeepers have a distinct competitive advantage in the marketplace today and we’re going to do everything we can as a technology partner to help them maximize that advantage.” - Steve McCoy

Alliance’s model is advisor-centric and founded on expert collaboration and support for plan design, implementation, and optimization. iJoin enhances this model with features seamlessly integrated with Alliance’s recordkeeping platform. The integration streamlines enrollment and provides access to dozens of individual data points upon which to calculate the unique retirement funding goal for each participant and recommend a strategy to meet their goal. Advisors can view information across all plans, compare plan performance against industry benchmarks, and review individual plan or participant-level data to identify trends and opportunities to share in plan sponsor meetings.

Jeff Feld, Principal at Alliance explained,

“Advisors today want efficient and insightful tools to assist them in producing better retirement outcomes. Our partnership with iJoin gives advisors an intelligent tool to deliver on this promise and differentiate their message.” He added, “With this enhancement to our platform, they now have the ability to present a branded experience that’s highly personalized to each participant and that supports their desire to communicate at scale while remaining accessible.”

iJoin’s CEO, Steve McCoy added,

“Alliance has invested for decades in being a ‘go-to’ partner for retirement plan advisors. With iJoin’s technology, they enable forward-leaning advisors to gain advantage in the market with a client experience that focuses on goals and outcomes rather than reporting on funds, fees, and fiduciaries.”

If you would like to learn more about iJoin, contact us.

About Alliance Pension Consultants, LLC
Since 1979, Alliance has been a leader in providing expert, unbiased retirement plan design and consulting, recordkeeping, administration, and actuarial services. A collaborative partner to employers and their trusted advisors, Alliance presents an open architecture investment platform free of conflicts of interest as the company does not sell or recommend investment products. The Alliance team serves more than 600 401(k), 403(b), and Defined Benefit / Cash Balance plans for companies from one to more than 1,000 employees. Visit alliancepension.com.