For the first time, recordkeepers and advisors will be able to efficiently collaborate and effectively steer their entire plan book toward retirement success.
SCOTTSDALE, Ariz. (PRWEB) July 22, 2019
iJoin ACT from LDIntelligence LLC (LDI) aggregates plan and participant data for recordkeepers to analyze in order to better understand their customers. By leveraging this information, iJoin ACT gives recordkeepers and their financial advisor partners a new opportunity to demonstrate value by reporting on retirement plan success metrics and engaging participants via targeted messages that encourage actions that can produce better long-term outcomes.
iJoin ACT complements iJoin ENROLL, the industry’s most progressive retirement plan enrollment platform that personalizes retirement success through a goal-focused approach to long-term saving. ACT adds three critically important tools to a recordkeeper or advisor’s offering:
1. It provides an “across all plans” view of valuable information with the ability to drill-down on any plan or participant to pinpoint opportunities for improvement
2. It makes it easy to report on plan success metrics to employers and compare the health of the plan to industry and national benchmarks
3. It delivers easy-to-use, custom email campaigns that target participants based on needs or progress toward their retirement savings goal
ACT includes an extensive library of context-specific email templates that target participants based on numerous pre-defined or user-defined criteria. With a complete embedded email management system, users can manage outbound participant email campaigns and track email open and click-through statistics to monitor effectiveness.
Steve McCoy, LDI Chief Executive Officer stated, “iJoin ACT gives retirement plan stewards an unparalleled ability to demonstrate value as they seek to help clients achieve their goals.” He added, “For the first time, recordkeepers and advisors will be able to efficiently collaborate and effectively steer their entire plan book toward retirement success.”
LDIntelligence LLC (LDI) is a financial services firm specializing in delivering solutions to the retirement plan industry. Through its iJoin Product Suite, LDI provides technology that improves the retirement plan enrollment process, helping savers better target success and stay on track, while also enabling financial advisors to better assist both plan sponsors and participants to achieve their retirement plan goals. LDI also provides technology to enable individual goal-based managed account programs. LDI-MAP (d.b.a. iJoin) is an affiliate of LDIntelligence LLC. LDIntelligence is a registered investment advisor with the State of Arizona -- 14646 N. Kierland Boulevard, Suite 125 Scottsdale, AZ 85254. Visit LDI at http://www.ldintelligence.com and learn more about iJoin at http://www.ijoinsuccess.com.
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