Combined capabilities will help record keepers, financial advisors, asset managers, and insurers improve retirement participant outcomes and unlock growth opportunities
Broadridge Acquires Retirement Plan Technology Provider iJoin
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IRA rollovers
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iJoin Partners with Manifest to Make It Easier for Participants to Transfer and Consolidate Their 401(k)s
iJoin, an innovator in retirement plan technology, and Manifest, the leading platform for consolidating retirement accounts, announced today an...
iJoin Launches CONNECT to Enable Flexible Access to its Technology Stack
Recordkeepers gain unparalleled choice of UX features including managed advice and in-plan income solutions
Pacific Life Makes Lifetime Income Available Through iJoin Provider Network
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
The partnership leverages iJoin’s market-leading integration and advisor tools
iJoin’s “IRA ClarityTM” Automates Rollover Suitability and Continuity of Advice
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
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
New offering raises the bar on personalized advice at scale to help savers reach retirement PGIM,1 the $1.33 trillion global investment management...
4 Ways MAPs and 401(k) Personalized Strategies Create Market Advantages
Retirement plan advisors who prioritize personalization in their delivery model stand to earn a sustainable market advantage over the near to mid-term.
iJoin Deepens Leadership Adding Valerie Scagliola as VP Marketing
Valerie’s vision is informed by more than 10 years of retirement and tech marketing experience with Franklin Templeton and Evernote.