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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iGPS is now available on iJoin’s MAP Marketplace

iGPS is now available on iJoin’s MAP Marketplace

“An evolutionary offering that changes the landscape for QDIA” iJoin and Nexus338 announced today the launch of iGPS on iJoin’s Managed Account Marketplace. Nexus338’s iGPS (“Individualized Glide Path Solution”) combines the important attributes of personalization available through a managed account platform with a thoughtful and well-researched investment strategy that leverages cost-efficient target date funds.

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Does a $5 Trillion Market Opportunity Get Your Attention?

Does a $5 Trillion Market Opportunity Get Your Attention?

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.

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Big Challenges Call For Big Solutions

Big Challenges Call For Big Solutions

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.

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