iJoin

Our CEO, Steve McCoy, participated in the "Industry Key Player Panel" at the Strategic Retirement Partners National Conference this week. The session focused on how collaboration between industry partners can enhance the advisor experience and improve the tech stack, highlighting the power of working together to drive meaningful change. A big thank you to SRP for hosting a great event and providing a platform for these important conversations. Deane Mayerhofer Jeffrey Cullen Todd Kading, CFP®, RF™ Anthony Bunnell Justin Witz

We’re excited to announce iJoin and PGIM have partnered to make PGIM RetireWell™ Managed Accounts available to our growing list of iJoin-enabled recordkeepers. The integration leverages the power of the PGIM RetireWell™ Advice Engine in combination with iJoin’s goals-based user experience, portfolio allocation technology, and a plan advisor’s investment lineup to enable a more holistic retirement planning journey for plan participants.  Learn more. https://lnkd.in/eGKipRAj

Last week we hosted our 2nd Annual iJoin MasterClass at the beautiful Franklin Templeton office in Boston. It was an inspiring day-and-a-half filled with discussions on industry trends, personalization, managed accounts, in-plan guaranteed income, IRA rollovers, and much more.   A big thank you to our recordkeeping clients, strategic partners, and guest speakers for joining us and contributing to these conversations. Your support and collaboration are key to driving innovation in the retirement industry.   Special thanks to our incredible sponsors and speakers: Ashwini Jambekar, Bonnie Treichel, Bradford Sykes, Charlotte Hickey, Christian Mango, AIF®, AIFA®, CPFA®, Craig Miller, AIF®, CRPS®, James Olson, James Bentley, CFA, Jessica Wilson, AIF®, John Faustino AIFA®, PPC®, Kevin Murphy, Kevin Darlington, Matt Bartch, CFA, Matthew Gray, Michael Miller, CIMA®, PRP, Philip Chao 趙希麟, Steve Wagoner, Thomas Clark, JD, LLM, Wes Schevers, MBA   #ijoinmasterclass #retirementInnovation #fintech

A big thank you to Bonnie Treichel and Thomas Clark, JD, LLM for an insightful discussion on the latest updates from Washington impacting the retirement industry. Fantastic insights and a great conversation at today's event! #retirementindustry #washingtonupdate

Congratulations to all the finalists and winners of The Wealth Management Industry Awards (#Wealthies)! Thank you to the WealthManagement.com team for hosting an incredible event last night in NYC. Our CEO, Steve McCoy, and CRO, Stan Smith CHSA®, AIF®, C(k)P®, MBA had the pleasure of attending this inspiring evening celebrating innovation and achievements that are moving our industry forward.

Our CEO, Steve McCoy, and CRO, Stan Smith CHSA®, AIF®, C(k)P®, MBA, have spent the last couple days attending the TRAU - The Retirement Advisor University RPA Broker Dealer Roundtable & Thinktank in NYC. We are proud to be a sponsor of this impactful organization and an event that brings together top minds in the retirement industry. #retirementplanning #financialservices #industryleadership #thinktank #innovation

We are proud to be a sponsor of the Retirement Income Consortium and to have supported last week’s Broadridge webinar: “How to Implement Retirement Income Solutions – From the Advisor’s Perspective.” The webinar covered insightful topics including:  - Identifying effective strategies for implementing in-plan retirement income solutions.  - Developing actionable steps to introduce retirement income solutions to plan sponsors.   iJoin is committed to empowering advisors with the knowledge and tools they need to succeed. Watch the replay: https://lnkd.in/eBS_Fvc5 #401ksuccess #retirementincome #retirementplanning

We're searching for an industry pro to become iJoin's Managing Director of Advisory Channel. The role is all about connecting with progressive plan advisors to leverage the best retirement tech in the industry. Know someone who would be perfect for this? https://lnkd.in/d6PezDpr #nowhiring #managingdirector #retirement #fintech

Every company in our industry contributes to the goal of helping people achieve the savings they’ll need throughout retirement. The Wealth Management Industry Awards (“Wealthies”) presented by WealthManagement.com recognize the people and companies delivering much needed innovation to the market. At iJoin, our mission is to give retirement plan advisors more and better choices to meet the planning needs of their clients. That means a marketplace of managed account strategies, a marketplace of in-plan income solutions, and more. We congratulate every company and leader recognized as a finalist for this year’s Wealthie Awards. We are grateful to be among them. #wealthies #finalist #retirement

Every company in our industry contributes to the goal of helping people achieve the savings they’ll need throughout retirement. The Wealth Management Industry Awards (“Wealthies”) presented by WealthManagement.com recognize the people and companies delivering much needed innovation to the market. At iJoin, our mission is to give retirement plan advisors more and better choices to meet the planning needs of their clients. That means a marketplace of managed account strategies, a marketplace of in-plan income solutions, and more. We congratulate every company and leader recognized as a finalist for this year’s Wealthie Awards. We are grateful to be among them. #wealthies #finalist #retirement