Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

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Retirement Fintech Leader iJoin Taps Stan Smith as CRO

June 03, 2024

Smith brings decades of industry experience managing rapid growth.

Benjamin Thomason HeadshotScottsdale, AZ, June 04, 2024 —

iJoin, a leading innovator in retirement plan technologies, announced today the hire of Stan Smith as Chief Revenue Officer. With more than 20 years of direct industry experience leading retirement plan, RIA, and Health Savings Accounts (HSA) initiatives with Fidelity Investments, SaveDaily, and DriveWealth, Stan is charged with managing iJoin’s growing roster of technology and product partners to accelerate the introduction of market innovations that help plan advisors differentiate and deliver more value.

Since 2020, iJoin has integrated its data-driven, goals-based participant experience with leading providers of managed account programs, in-plan income and IRA rollover solutions. Available through more than 50 retirement plan recordkeepers, financial advisors now enjoy unparalleled product choice with which to make informed recommendations based on plan and participant suitability.

“Stan brings a unique skill set and industry acumen to the iJoin leadership team at a pivotal moment in our corporate and product evolution. We value the energy, passion, and clarity he brings to help iJoin grow and fulfill its mission.”

— Steve McCoy, iJoin CEO

“I see tremendous opportunity in expanding advisor utilization of iJoin’s personalized financial tools to drive better adoption and outcomes for the working American.” 

— Stan Smith

Through its rapidly expanding network of plan recordkeepers and advisors, iJoin’s highly personalized, goal- based experience helps savers immediately understand their retirement income need and encourages simple actions to get on track.

Meet Stan

About LDI-MAP, LLC (dba iJoin)

iJoin is a leading retirement plan infrastructure technology partner supporting cost-efficient, personalized managed account programs, built-in plan health analytics and reporting tools, financial education and wellness, access to guaranteed income products, and IRA rollovers. We’re built to help financial advisors differentiate and win. LDI-MAP (d.b.a. iJoin) is a registered investment advisor with the State of Arizona – 16430 N. Scottsdale Road Suite 200, Scottsdale, AZ 85254.

Contact:

Alan Gross
Media Relations, GSM Marketing
Office: (904) 565-2959
[email protected]