The expansion puts data-driven personalization, education, and MAPs within reach of more retirement plan advisors.
News
TWG Benefits Enhances Advisor-Led Experiences with iJoin
iJoin’s goal-based participant experience and active engagement capabilities will elevate TWG’s partnership with retirement plan advisors TWG...
EvoShare and iJoin Partner to Bring a Unique Benefit to Retirement Plan Participants
The partnership provides retirement investors an easy path to saving more for their financial future EvoShare, a microsavings oriented FinTech...
Alliance Pension Consultants, LLC Partners with iJoin to Help Advisors Deliver Greater Value
Alliance adds iJoin's goal-based participant experience and active engagement capabilities to elevate its partnership with retirement plan advisors...
20th Recordkeeper Deploys iJoin’s Goal-based Participant Engagement and MAP Experience
iJoin’s goal-based features help recordkeepers and advisors differentiate their offerings LDI-MAP LLC (d.b.a. iJoin) has announced 20 retirement...
American Trust Retirement Adds iJoin to its Goal-Based Retirement Offering
ATR makes iJoin a key component of its streamlined goal-based enrollment and managed account experience to help more
iJoin’s Managed Account Program Gives Advisors an Evolved Approach to Personalizing Participant Success
iJoin’s MAP presents a QDIA option with recommendations based on each person’s unique retirement funding need The new iJoin Managed Account Program...
Agreement with Sentinel Benefits to Deploy iJoin
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.
Introducing iJoin ACT for Retirement Plans
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.
National Agreement With Alliance Benefit Group To Distribute iJoin
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.