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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American Pension Benefits Advisor Webinar Replay

As a plan advisor, you have a critical role to play right now in guiding employers and retirement plan participants through a difficult financial and emotional time.

Join us for an introduction to iJoin, an advisor-focused platform integrated with our recordkeeping system that:

Makes it easy to email every plan participant

Provides actionable suggestions to help them reach their retirement goals

Delivers plan and participant level analytics, benchmarking, and reporting data to share with plan sponsors

Recorded: April 16, 2020

Webinar Presented by:

Kevin Buckley – Principle at American Pension Benefits
Steve McCoy – Chief Executive Officer at iJoin
Alan Gross – Chief Marketing Officer at iJoin

For more information contact Kevin Buckley, Principle at American Pension Benefits at: (800) 480-5190 or [email protected]