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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In the Product Owner role, you’ll be a driving force behind the successful implementation of our iJoin suite of products. By joining our team, you will become part of a tight-knit group that is hungry, full of knowledge to share and driven to succeed. As a team player you will adjust quickly, and your depth of experience will provide insight that will help spearhead the evolution of our product.
In the Customer Support Lead role, you’ll be responsible for ensuring our customer’s successful implementation of LDI’s iJoin suite of products. By joining our team, you will become part of a tight-knit group that is hungry, full of knowledge to share, and driven to succeed. As a team player you will adjust quickly, and your depth of experience will provide insight that will help spearhead the evolution of our customer support processes.
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...
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…