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

June 14, 2024

From PlanAdviser.com — Strategic Retirement Partners (SRP) and Alerus just announced the WELLthBuilder II PEP leveraging iJoin’s advisor-managed account technology to support a highly personalized default investment strategy. Plans are in the works to incorporate an in-plan guaranteed income solution through the managed account by year-end.

“The holy grail I’ve been trying to get to for a long time for clients is managed accounts with open architecture on algorithms and open architecture on in-plan income at a reasonable price.”

— Jeff Cullen, Co-founder and CEO, Strategic Retirement Partners

“We provide a lot of modularity and flexibility to forward-thinking firms like SRP. They can take our technology and put their imprint on it and use their investment management expertise.”


— Steve McCoy, CEO and CCO, iJoin

The PEP addresses four shortcomings of many plans by:

  • Significantly reducing auditing fees
  • Reducing fiduciary liability
  • Adding personalized investments and advice
  • Creating a pension-like experience with a deferred annuity integrated with the AMA

iJoin’s managed account and in-plan income technologies and integrations help leading organizations come to market with flexible, highly-personalized user experiences that drive better results. Request a meeting and learn how.

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