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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LeafHouse continues to grow its Automated Personalized Portfolio™ (APP) offerings in conjunction with iJoin by offering a version integrating BlackRock glidepath services.
New offering raises the bar on personalized advice at scale to help savers reach retirement PGIM,1 the $1.33 trillion global investment management...
The primary objective of this leadership role is to accelerate growth within iJoin’s advisory and marketplace partnerships channel. As the business scales, this executive will have the opportunity to build and expand the division, reporting directly to the CRO.
In the Senior Software Developer role, you’ll be responsible for building cutting edge, data analytics-driven software that empowers financial Advisors, engages 401(k) participants and facilitates better retirement outcomes. This is a fully remote position that allows you to work from home.
Retirement plan advisors who prioritize personalization in their delivery model stand to earn a sustainable market advantage over the near to mid-term.
Valerie’s vision is informed by more than 10 years of retirement and tech marketing experience with Franklin Templeton and Evernote.
Strategic Retirement Partners (SRP) and Alerus just announced the WELLthBuilder II PEP leveraging iJoin’s adviser-managed account technology to support a highly personalized default investment strategy.
Is it a company’s responsibility to help their employees save for retirement? Is it good business or just another expense? On a basic level, we might answer it is the responsibility of each person to save for their future.
The company makes iJoin’s personalization features a seamless component of its MyAlerus financial fitness UX.
The development allows for protected income products in retirement plans custodied by Matrix. Leaders in retirement plan technology innovation…