Media
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...
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 participants achieve their...
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.
Chip Moore to Lead iJoin Business Development
LDIntelligence LLC (LDI) announced today the appointment of Chip Moore to lead the company’s growth of its iJoin1 401(k) enrollment and managed account solutions. He joins LDI as its Vice President of Business Development responsible for expanding relationships within the FIS Relius2 client base and other industry partners.