Paul Fennell

ATR makes iJoin a key component of its streamlined goal-based enrollment and managed account experience to help more

iJoin’s MAP presents a QDIA option with recommendations based on each person’s unique retirement funding need The new iJoin Managed Account Program...

LDIntelligence LLC (LDI) is pleased to announce an agreement with Sentinel Benefits & Financial Group (Sentinel Benefits) to deploy LDI’s iJoin ENROLL and iJoin ACT to Sentinel’s retirement plans. The combination of these enrollment, post-enrollment engagement, analytics and employee communication tools gives Sentinel Benefits an industry-leading offering to retirement plans and their advisor partners.

iJoin ACT from LDIntelligence LLC (LDI) aggregates plan and participant data for recordkeepers to analyze in order to better understand their customers. By leveraging this information, iJoin ACT gives recordkeepers and their financial advisor partners a new opportunity to demonstrate value by reporting on retirement plan success metrics and engaging participants via targeted messages that encourage actions that can produce better long-term outcomes.

LDIntelligence LLC (LDI) and Alliance Benefit Group, LLC (ABG) have reached an enterprise agreement for ABG member firms to deploy LDI’s iJoin enrollment, engagement, analytics, and managed account platform. ABG will leverage the iJoin product suite which includes iJoin ENROLL, a frictionless, all-digital enrollment process; iJoin MAP, an easy-to-use, goal-based, “manage it for me” solution to retirement investing; and iJoin ACT, which allows advisors to more easily analyze and report on success metrics, and engage participants across all plans in support of their individual retirement path.