Media
How Many Data Points Do You Need to Calculate Retirement Income Needs?
By Alan Gross Retirement plans typically use the single data point of “date of hire” to start someone on their savings path. Auto enrollment...
Re-enrollment Matters. Make it Easy.
By Alan Gross If retirement plan success is accumulating enough money to fund retirement, then you could say the single most important step in the...
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...
Easy Isn’t a Feature. It’s a Requirement.
By Alan Gross One of the most powerful words in marketing technology solutions is “robust.” And robust is often followed closely by scalable,...
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...
Know Your Goal
By Alan Gross George Harrison sang, “If you don’t know where you’re going, any road will take you there.” The idea for this refrain is attributed...
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...
Benchmarks Are Good… Success Metrics Are Better
Measuring the effort and success of any project is fundamentally a good idea. As the principle goes: plan, execute, report, assess, repeat. Of...
Communicate with Every Participant in Every Plan. Now.
Ask clients what they value most in their relationship with a trusted advisor and they are likely to talk about communication. Survey their...