|LDI and ABG partner to offer iJoin - a superior enrollment, engagement and managed account technology platform
Scottsdale, AZ (5/31/2019) -- LDIntelligence LLC (LDI) and Alliance Benefit Group, LLC (ABG) have reached an enterprise agreement for ABG member firms to deploy LDI's iJoin enrollment, engagement, analytics, and managed account platform. ABG will leverage the iJoin product suite which includes iJoin ENROLL, a frictionless, all-digital enrollment process; iJoin MAP, an easy-to-use, goal-based, "manage it for me" solution to retirement investing; and iJoin ACT, which allows advisors to more easily analyze and report on success metrics, and engage participants across all plans in support of their individual retirement path.
Don Mackanos, ABG President explained, "LDI's iJoin suite is an important differentiator for our member firms. In a competitive market, it allows us the ability to deliver a superior enrollment experience for employees, while focusing on what matters most -- helping them target their individual retirement goal." He added, "Through iJoin, we are better able to help our advisor partners focus their energy to drive better plan and participant success and to deploy a goal-based managed account program where it fits."
"We are delighted to partner with ABG who we regard as one of the industry's most progressive and professional brands," said Steve McCoy, LDI's Chief Executive Officer. "Relationships like this validate our years of hard work developing game-changing technology to better enable both recordkeepers and advisors to help American savers reach a secure retirement." Steve concluded, "We are excited to get to work with to make a difference."
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 www.ldintelligence.com and learn more about iJoin at www.ijoinsuccess.com.
About Alliance Benefit Group
Alliance Benefit Group, LLC (ABG), is a national organization of retirement plan, health and welfare consulting and benefit administration firms. Founded in 1991, ABG's unique structure allows its Members to maintain their independence and autonomy, yet provide all Members access to broader service offerings, sharing of best practices, and collaborative technical support. This collaboration has allowed its Members to grow more rapidly than industry counterparts, to where today ABG services 20,000 retirement plans and in excess of $86 Billion in assets. ABG's emphasis on high service standards and continuing education designations help its Members to be regularly recognized with industry awards and accolades. Visit us at www.abgnational.com.