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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The tech-fueled offering is poised to disrupt the retirement plan industry. LeafHouse Financial and LDI-MAP (d.b.a. iJoin), leaders in retirement...
Your organization has a dedicated web portal for customers. That’s great, but does it create a memorable, brand-reaffirming user experience or is it something more transactional?
“8 in 10 people would appreciate employer help in calculating the income they’ll need for a secure retirement.”
More advisors can now deploy iJoin’s investor experience and communication tools to drive plan success.
“48% of workers have tried to calculate how much money they will need to live comfortably in retirement.”
“9 in 10 retirees rely on Social Security as a source of income in retirement.”
None of us should be shocked reading this. While Social Security is an important safety net, it was never designed to fully fund retirement.
Efficient workstream benefits both employers and participants. FPS Trust and iJoin now offer a hands-free solution to automatically rollover small...
You see the statistics – the gap in confidence, comfort, or readiness so many people experience when saving for retirement.
The new extension to the iJoin experience helps users refine and achieve their financial goals. LDI-MAP (d.b.a. iJoin) is pleased to announce the...
Industry surveys of participant engagement and retirement readiness continue to report on familiar themes. It’s no surprise, really,