Alliance Pension Consultants, LLC Partners with iJoin to Help Advisors Deliver Greater Value
Alliance's model is advisor-centric and founded on expert collaboration and support for plan design, implementation, and optimization. iJoin enhances this model with features seamlessly integrated with Alliance's recordkeeping platform. The integration streamlines enrollment and provides access to dozens of individual data points upon which to calculate the unique retirement funding goal for each participant and recommend a strategy to meet their goal. Advisors can view information across all plans, compare plan performance against industry benchmarks, and review individual plan or participant-level data to identify trends and opportunities to share in plan sponsor meetings.
iJoin's CEO,
About
Since 1979, Alliance has been a leader in providing expert, unbiased retirement plan design and consulting, recordkeeping, administration, and actuarial services. A collaborative partner to employers and their trusted advisors, Alliance presents an open architecture investment platform free of conflicts of interest as the company does not sell or recommend investment products. The Alliance team serves more than 600 401(k), 403(b), and Defined Benefit / Cash Balance plans for companies from one to more than 1,000 employees. Visit alliancepension.com.
About
The iJoin team is committed to personalizing retirement success™ and making it easy for millions of savers to get on a path to better retirement outcomes. As a financial technology partner to the retirement plan industry, iJoin's goal-based retirement plan enrollment experience helps people immediately understand their retirement funding need and encourages action to get on track. iJoin supports financial advisors and recordkeepers with actionable data and tools to more effectively engage both employers and their employees. LDI-MAP (d.b.a. iJoin) is a registered investment advisor with the
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