Media
Retirement: Not the Ideal Time to Discover Your Income Need
By Alan Gross Since the beginning of 2011, about 10,000 baby boomers joined the ranks of the retired every single day1. For some, this is a truly...
We Are Efficient, But Are We Effective?
By Alan Gross Peter Drucker wrote, “Efficiency is doing things well. Effectiveness is doing the right things.” For many years our industry has...
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...