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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American Trust Retirement Adds iJoin to its Goal-Based Retirement Offering

March 24, 2020
ATR makes iJoin a key component of its streamlined goal-based enrollment and managed account experience to help more participants achieve their retirement goals


American Trust Retirement (ATR) and LDI-MAP LLC (d.b.a. iJoin) are pleased to announce an agreement under which ATR will deploy iJoin as a key component of its branded goal-based retirement plan enrollment experience, advisor success platform and managed account program. iJoin’s technologies are designed to streamline the enrollment process for plan participants while also providing financial advisors with powerful and accessible analytics tools for assessing the health of their plans. ATR, a division of First Mercantile Trust, plans to roll out the new program to all employers on its platform nationally beginning in April.

ATR has been a leader in presenting plan participants a goal-focused approach to their retirement savings path along with the option of a goal-focused, “do-it-for-me” managed account program. Chief Revenue Officer for ATR, Micah DiSalvo explains,

iJoin’s technology aligns with our core philosophy of delivering a superior goal-based enrollment experience that works seamlessly with our advisor-led managed account program. And iJoin’s advisor success platform will help us scale while also helping us maintain the personal touch for which we’re known.

Steve McCoy, iJoin’s Chief Executive Officer added,

ATR is well poised to leverage iJoin. Our goal-based methodologies and success-oriented experience for employees, employers, and financial advisors speaks to their business model and differentiators. We’re excited to partner with ATR to help produce better long-term retirement outcomes.

ATR’s goal-oriented enrollment experience powered by iJoin shows each participant their personal retirement funding needs and encourages them to take the necessary steps to reach their goals. The program sends participants a quarterly “Personal Retirement Picture” that offers a snapshot of goal completion and makes recommendations to improve outcomes. With the new program, advisors can easily view information across all plans, compare plan performance against benchmarks, and drill-down into individual plan or participant-level data to pinpoint opportunities for improvement. The integrated iJoin technology helps advisors encourage participants to take action through sophisticated, easy-to-use targeted and context-specific email campaigns built into the platform.

About American Trust Retirement

American Trust Retirement is a division of First Mercantile Trust, a non-depository trust company domiciled in Tennessee. It is part of EdgeCo Holdings which, along with its sister companies, is a leading provider of bestin-class technology-enabled solutions for financial professionals and their clients. Collectively the portfolio of companies provides a suite of technology and support services including full-service retirement plan administration, brokerage, advisory, and trust and custody to a diverse national client base of financial intermediaries. This client base includes registered representatives, investment advisors, and other financial organizations including retirement plan record-keepers, TPAs, bank trust departments, broker dealers, and insurance companies. The firm services approximately $120 billion in client assets under custody or administration and more than 10,000 financial advisors and 500 financial institutions. Visit americantrustretirement.com.