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
Back to Media
A popular business development strategy among 401k advisors is to mine Form 5500 data to target plans that may be underserved. The argument that you can provide better service, help create better outcomes, help get a plan on track ( or keep it on track), and importantly, help reduce fees are all important drivers in improving the health of the ecosystem.
Is a glass half full a good thing – or not? If we’re talking about your favorite beverage, perhaps a half full glass is a nice thing. If the glass is a measure of workplace retirement plan success, your conclusion should be significantly less rosy.
iJoin’s industry-leading technology helps American Trust meet critical go-to-market requirements and scale BPO offerings. AT Retirement Services,...
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.
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.
Advisors will be able to leverage Franklin Templeton’s GOE technology and investment allocation expertise via iJoin’s managed account technology....
The addition of integrated financial wellness, education, and coaching differentiates GoalPath’s offering.
The program supports advisor relationships while delivering high touch, personalized support. LDI-MAP (d.b.a. iJoin), a leader in retirement plan...
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.
The tech-fueled offering is poised to disrupt the retirement plan industry. LeafHouse Financial and LDI-MAP (d.b.a. iJoin), leaders in retirement...