Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Retirement Plan Administrator

Carpenter Morse Group Inc.
(Remote)

Carpenter Morse Group Inc. logo

Implementation Specialist

Ubiquity Retirement + Savings
(Remote)

Ubiquity Retirement + Savings logo

Retirement Plan Specialist

RTD Financial Advisors
(Cherry Hill NJ)

RTD Financial Advisors logo

Sr. DB Plan Administrator

Nyhart, part of FuturePlan by Ascensus
(CA / UT)

Nyhart, part of FuturePlan by Ascensus logo

Relationship Manager

Compass Retirement Consulting Group, Inc.
(Remote / MA / ME / NH)

Compass Retirement Consulting Group, Inc. logo

Client Service Manager

July Business Services
(Remote / Woodway TX)

July Business Services logo

DB / DC Plan Consultant

Small NY Actuarial TPA Firm
(Remote / CT / NJ / NY)

Small NY Actuarial TPA Firm logo

Customer Support for Pension Software

DATAIR Employee Benefit Systems, Inc.
(Remote / Westmont IL)

DATAIR Employee Benefit Systems, Inc. logo

Plan Compliance Analyst (Administrator)

RPA
(Remote / Falls Church VA)

RPA logo

Senior Retirement Plan Administrator

TPS Group
(Remote / Buffalo NY)

TPS Group logo

ERISA Attorney

Smith & Downey
(Towson MD)

Smith & Downey logo

Plan Administrator

Aimpoint Pension
(Remote)

Aimpoint Pension logo

Actuarial Healthcare Director

Nyhart, part of FuturePlan by Ascensus
(Remote / Indianapolis IN / AL / AR / CT / DC / DE / FL / GA / IA / IL / KS / KY / LA / MA / MD / ME / MI / MN / MO / MS / NC / ND / NE / NH / NJ / NY / OH / OK / PA / RI / SC / SD / TN / TX / VA / VT / WI / WV)

Nyhart, part of FuturePlan by Ascensus logo

Client Success Specialist

Ubiquity Retirement + Savings
(Remote)

Ubiquity Retirement + Savings logo

Saver Success Specialist

Ubiquity Retirement + Savings
(Remote)

Ubiquity Retirement + Savings logo

Retirement Plan Administrator

Prime Benefits
(Remote / Baltimore MD)

Prime Benefits logo

Retirement Plan Administrator

Nicholas Pension Consultants
(Remote / Rancho Cordova CA / Corona CA)

Nicholas Pension Consultants logo

VP Sales Consultant (Retirement)

FuturePlan, by Ascensus
(Remote / FL)

FuturePlan, by Ascensus logo

DB/DC Administrator

Primark Benefits
(Remote / Burlingame CA)

Primark Benefits logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

Press Releases by Date   |   Press Releases by Company Name


View More Press Releases by iJoin

Press Release

Franklin Templeton and iJoin Collaborate to Expand Access to Goals-Based Personalization

Issued by iJoin

Oct. 24, 2021

Advisors will be able to leverage Franklin Templeton’s GOE technology and investment allocation expertise via iJoin’s managed account technology.

 San Mateo, CA & Scottsdale, AZ, October 25, 2021 – Franklin Templeton today announced that it has engaged LDI-MAP (d.b.a. iJoin), a leader in retirement plan technologies, to make Franklin Templeton’s Goals Optimization Engine (GOE) available via iJoin’s personalized managed account experience. The combination presents a well-differentiated offering for plan advisors and their clients. If implemented as a plan’s Qualified Default Investment Alternative (QDIA) or managed account solution, an investment advisory affiliate of Franklin Templeton¹ can act as a 3(38) investment manager under ERISA.

“The shared commitment by each firm to democratizing personalized advice within defined contribution plans using data and technology is the foundation of the partnership,” said Kevin Murphy, Head of Workplace Retirement Distribution for Franklin Templeton. “By combining the user experience and engagement expertise of iJoin with the asset allocation knowledge of Franklin Templeton Investment Solutions embedded within GOE, the firms can deliver personalized investment advice at scale.”

Steve McCoy, CEO of iJoin, added, “Franklin Templeton’s goals-based approach to automated advice ideally pairs with iJoin’s data-driven, personalized, goals-based participant experience. We’re pleased to partner with a market leader that is focused on personalization and making it available to all retirement plans and participants.”

Backed by award winning research², Franklin Templeton’s GOE combines portfolio construction expertise with dynamic programming to deliver individualized portfolio pathways based upon an individual’s unique goals. GOE uses probability of success as the driver for the initial asset allocation and each reallocation in order to maximize likelihood of achieving the goal. Portfolio paths further adapt to client changes and market events.

Through iJoin’s connection with recordkeeping platforms, the new offering will allow financial advisors to provide a personalized goals-based investing solution to participants within many smaller plans that do not currently have access to such a solution.

About Franklin Templeton

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 165 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the Company brings extensive capabilities in equity, fixed income, multi-asset solutions and alternatives. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has over 70 years of investment experience and over $1.5 trillion in assets under management as of September 30, 2021. For more information, please visit franklintempleton.com and follow us on LinkedIn, Twitter and Facebook.

About LDI-MAP, LLC (dba iJoin)

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 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 State of Arizona – 14646 N. Kierland Boulevard, Suite 125, Scottsdale, AZ 85254. Learn more at ijoinsuccess.com.

¹ Franklin Advisers, Inc. (“FAV”) provides certain investment advisory services through GOE to and for the benefit of plan participants. FAV is a subsidiary of Franklin Resources, Inc., a global investment management organization with subsidiaries operating as Franklin Templeton.

² A New Approach to Goals-Based Wealth Management, by Sanjiv R. Das, Daniel Ostrov, Anand Radhakrishnan and Deep Srivastav received the 2018 Harry M. Markowitz Award from the Journal of Investment Management and New Frontier Advisors, LLC. This is an annual award honoring Dr. Harry M. Markowitz, a Nobel laureate in economics, for his legacy and to support future research and innovation in practical asset management. Candidates are taken from among papers published in the Journal of Investment Management each year.

 

View More Press Releases by iJoin


Editor's note: This press release has been issued by the company named above, not BenefitsLink. Reliance on information in this press release might be prudent only after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.

© 2021 BenefitsLink.com, Inc.