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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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...
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?
“8 in 10 people would appreciate employer help in calculating the income they’ll need for a secure retirement.”
More advisors can now deploy iJoin’s investor experience and communication tools to drive plan success.