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 Relationship Manager will serve as a strategic partner to our 401(k) plan recordkeeper clients, ensuring they fully leverage iJoin’s technology solutions to achieve their goals and drive success. This role involves developing detailed account profiles, identifying new revenue opportunities, and working closely with both internal teams and external partners to maximize client engagement, support and product utilization.
In the Product Manager role, you’ll be a driving force behind the successful implementation of our iJoin suite of products. By joining our team you will become part of a tight-knit group that is hungry, full of knowledge to share and driven to succeed. As a team player you will adjust quickly and your depth of experience will provide insight that will help spearhead the evolution of our product.
iJoin, a leading retirement plan technology innovator, has announced the availability of “IRA Clarity,” an all-new Voluntary/Advisor Directed IRA rollover process for 401(k) plan advisors.
The primary objective of this leadership role is to accelerate growth within iJoin’s Enterprise sales channel. iJoin markets its Enterprise technology to leading retirement plan providers, advisor intermediaries, and IRA providers.
LeafHouse continues to grow its Automated Personalized Portfolio™ (APP) offerings in conjunction with iJoin by offering a version integrating BlackRock glidepath services.
New offering raises the bar on personalized advice at scale to help savers reach retirement PGIM,1 the $1.33 trillion global investment management...
Retirement plan advisors who prioritize personalization in their delivery model stand to earn a sustainable market advantage over the near to mid-term.
Valerie’s vision is informed by more than 10 years of retirement and tech marketing experience with Franklin Templeton and Evernote.
Strategic Retirement Partners (SRP) and Alerus just announced the WELLthBuilder II PEP leveraging iJoin’s adviser-managed account technology to support a highly personalized default investment strategy.
Is it a company’s responsibility to help their employees save for retirement? Is it good business or just another expense? On a basic level, we might answer it is the responsibility of each person to save for their future.