Media
FPS and iJoin launch seamless automation for Safe Harbor, auto-rollover IRAs
Efficient workstream benefits both employers and participants. FPS Trust and iJoin now offer a hands-free solution to automatically rollover small...
They want it. You have it. Part 2.
You see the statistics – the gap in confidence, comfort, or readiness so many people experience when saving for retirement.
iJoin Personalizes Automated Financial Education with EXPLORE
The new extension to the iJoin experience helps users refine and achieve their financial goals. LDI-MAP (d.b.a. iJoin) is pleased to announce the...
They Want It. You Have It. Part 1
Industry surveys of participant engagement and retirement readiness continue to report on familiar themes. It’s no surprise, really,
iJoin and PenChecks Automate Force-out IRA Processing
The new seamless integration improves operational efficiency and client service year-round. LDI-MAP (d.b.a. iJoin) and PenChecks Trust® announced...
iJoin Welcomes Its 30th Recordkeeper and Broadens Advisor Access
The expansion puts data-driven personalization, education, and MAPs within reach of more retirement plan advisors.
SPARK 2020 – Decumulation The Final Frontier
“Decumulation: The Final Frontier” was a very interesting discussion during November’s SPARK Annual Conference. The session was moderated by Philip...
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...