News - iJoin

Pacific Life Makes Lifetime Income Available Through iJoin Provider Network

Apr 28, 2025

Leading Innovator in Retirement Plan Technology Adds Income HorizonTM to Advisor-Managed, Personalized Advice 401(k) Programs, Seamlessly Integrating New Solution

PCS Selects iJoin to Expand Advisor Access to AMA and Income Solutions

Mar 19, 2025

The partnership leverages iJoin’s market-leading integration and advisor tools

iJoin’s “IRA Clarity^TM” Automates Rollover Suitability and Continuity of Advice

Feb 3, 2025

iJoin, a leading retirement plan technology innovator, has announced the availability of “IRA Clarity,” an all-new Voluntary/Advisor Directed IRA rollover process for 401(k) plan advisors.

LeafHouse Launches the Automated Personalized Portfolio™ in Collaboration with BlackRock and iJoin

Oct 29, 2024

LeafHouse continues to grow its Automated Personalized Portfolio™ (APP) offerings in conjunction with iJoin by offering a version integrating BlackRock glidepath services.

PGIM partners with iJoin to expand access to PGIM RetireWell Managed Accounts

Oct 1, 2024

New offering raises the bar on personalized advice at scale to help savers reach retirement PGIM,1 the $1.33 trillion global investment management...

iJoin Deepens Leadership Adding Valerie Scagliola as VP Marketing

Jun 24, 2024

Valerie’s vision is informed by more than 10 years of retirement and tech marketing experience with Franklin Templeton and Evernote.

SRP and Alerus Launch PEP with iJoin’s UX and AMA Technology

Jun 14, 2024

Strategic Retirement Partners (SRP) and Alerus just announced the WELLthBuilder II PEP leveraging iJoin’s adviser-managed account technology to support a highly personalized default investment strategy.