The one constant we know about the retirement plan industry is that change is always around the corner. How we anticipate it, plan for it, and execute against it affect the fortunes of firms large and small.
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SPARK FORUM 2021 Panel Discussion on Lifetime Retirement Income
Steve McCoy (iJoin), Joe Hendrickson (Allianz Life), and James Olson (IPX Retirement) joined Philip Chao (Experiential Wealth) at the SPARK Forum 2021 for a lively discussion on the challenges and opportunities of offering in-plan guaranteed retirement income solutions.
Franklin Templeton and iJoin Collaborate to Expand Access to Goals-Based Personalization
Advisors will be able to leverage Franklin Templeton’s GOE technology and investment allocation expertise via iJoin’s managed account technology....
GoalPath Makes Its Managed Account and Plan Success Program Available on iJoin
The addition of integrated financial wellness, education, and coaching differentiates GoalPath’s offering.
iJoin Adds the Power of ProNvest’s Full Service Managed Account Solution
The program supports advisor relationships while delivering high touch, personalized support. LDI-MAP (d.b.a. iJoin), a leader in retirement plan...
iJoin Adds Fingage’s Unique Advisor-Centric 401(k) Solution to its Managed Account Marketplace
LDI-MAP (d.b.a. iJoin), a leader in retirement plan technologies and Fingage Advisors, a digital RIA focused on participant-level, personalized retirement solutions, today announced a technology integration that makes Fingage’s Advisor Managed Account (AMA) solution available on the iJoin platform.
LeafHouse, iJoin partner to deliver a personalized managed account solution with breakthrough pricing
The tech-fueled offering is poised to disrupt the retirement plan industry. LeafHouse Financial and LDI-MAP (d.b.a. iJoin), leaders in retirement...
You Have a Portal, But Do You Have an Experience?
Your organization has a dedicated web portal for customers. That’s great, but does it create a memorable, brand-reaffirming user experience or is it something more transactional?
They want it. You Have it. Part 5
“8 in 10 people would appreciate employer help in calculating the income they’ll need for a secure retirement.”
iJoin Expands its Availability to Advisors as 40th Recordkeeper Signs On
More advisors can now deploy iJoin’s investor experience and communication tools to drive plan success.