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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Our latest news and press releases

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National Agreement With Alliance Benefit Group To Distribute iJoin

LDIntelligence LLC (LDI) and Alliance Benefit Group, LLC (ABG) have reached an enterprise agreement for ABG member firms to deploy LDI’s iJoin enrollment, engagement, analytics, and managed account platform. ABG will leverage the iJoin product suite which includes iJoin ENROLL, a frictionless, all-digital enrollment process; iJoin MAP, an easy-to-use, goal-based, “manage it for me” solution to retirement investing; and iJoin ACT, which allows advisors to more easily analyze and report on success metrics, and engage participants across all plans in support of their individual retirement path.

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Chip Moore to Lead iJoin Business Development

LDIntelligence LLC (LDI) announced today the appointment of Chip Moore to lead the company’s growth of its iJoin1 401(k) enrollment and managed account solutions. He joins LDI as its Vice President of Business Development responsible for expanding relationships within the FIS Relius2 client base and other industry partners.

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