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

Featured Jobs

Defined Benefits Combo Cash Balance Consultant

Loren D. Stark Company (LDSCO)
(Remote / Houston TX)

Loren D. Stark Company (LDSCO) logo

DC Plan Administrator

Heritage Pension Advisors, Inc.
(Remote / Commack NY)

Heritage Pension Advisors, Inc. logo

Relationship Manager

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

Compass Retirement Consulting Group, Inc. logo

Retirement Plan Consultant

Cetera Retirement Plan Specialists
(Remote)

Cetera Retirement Plan Specialists logo

Client Success Specialist

Ubiquity Retirement + Savings
(Remote)

Ubiquity Retirement + Savings logo

Saver Success Specialist

Ubiquity Retirement + Savings
(Remote)

Ubiquity Retirement + Savings logo

Defined Contributions Consultant

Loren D. Stark Company (LDSCO)
(Remote / Houston TX)

Loren D. Stark Company (LDSCO) logo

Client Service Manager

July Business Services
(Remote / Woodway TX)

July Business Services logo

Customer Experience Specialist

AimPoint Pension
(Remote)

AimPoint Pension logo

Implementation Specialist

Ubiquity Retirement + Savings
(Remote)

Ubiquity Retirement + Savings logo

ERISA Attorney

Smith & Downey
(Towson MD)

Smith & Downey logo

VP Sales Consultant (Retirement)

FuturePlan, by Ascensus
(Remote / FL)

FuturePlan, by Ascensus logo

Senior Retirement Plan Administrator

TPS Group
(Remote / Buffalo NY)

TPS Group logo

Defined Contribution Plan Administrator

PPS Pension Services
(Remote / Williamsville NY)

PPS Pension Services logo

DB/DC Administrator

Primark Benefits
(Remote / Burlingame CA)

Primark Benefits logo

National 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

Enrolled Actuary

Loren D. Stark Company (LDSCO)
(Remote / Houston TX)

Loren D. Stark Company (LDSCO) 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

American Trust Retirement Adds iJoin to its Goal-Based Retirement Offering

Issued by iJoin

Mar. 24, 2020

ATR makes iJoin a key component of its streamlined goal-based enrollment and managed account experience to help more participants achieve their retirement goals

March 24, 2020 -- American Trust Retirement (ATR) and LDI-MAP LLC (d.b.a. iJoin) are pleased to announce an agreement under which ATR will deploy iJoin as a key component of its branded goal-based retirement plan enrollment experience, advisor success platform and managed account program. iJoin’s technologies are designed to streamline the enrollment process for plan participants while also providing financial advisors with powerful and accessible analytics tools for assessing the health of their plans. ATR, a division of First Mercantile Trust, plans to roll out the new program to all employers on its platform nationally beginning in April.

ATR has been a leader in presenting plan participants a goal-focused approach to their retirement savings path along with the option of a goal-focused, “do-it-for-me” managed account program. Chief Revenue Officer for ATR, Micah DiSalvo explains, “iJoin’s technology aligns with our core philosophy of delivering a superior goal-based enrollment experience that works seamlessly with our advisor-led managed account program. And iJoin’s advisor success platform will help us scale while also helping us maintaining the personal touch for which we’re known.”

Steve McCoy, iJoin’s Chief Executive Officer added, “ATR is well poised to leverage iJoin. Our goal-based methodologies and success-oriented experience for employees, employers, and financial advisors speaks to their business model and differentiators. We’re excited to partner with ATR to help produce better long-term retirement outcomes.”

ATR’s goal-oriented enrollment experience powered by iJoin shows each participant their personal retirement funding needs and encourages them to take the necessary steps to reach their goals. The program sends participants a quarterly “Personal Retirement Picture” that offers a snapshot of goal completion and makes recommendations to improve outcomes. With the new program, advisors can easily view information across all plans, compare plan performance against benchmarks, and drill-down into individual plan or participant-level data to pinpoint opportunities for improvement. The integrated iJoin technology helps advisors encourage participants to take action through sophisticated, easy-to-use targeted and context-specific email campaigns built into the platform.

About American Trust Retirement
American Trust Retirement is a division of First Mercantile Trust, a non-depository trust company domiciled in Tennessee. It is part of EdgeCo Holdings which, along with its sister companies, is a leading provider of bestin-class technology-enabled solutions for financial professionals and their clients. Collectively the portfolio of companies provides a suite of technology and support services including full-service retirement plan administration, brokerage, advisory, and trust and custody to a diverse national client base of financial intermediaries. This client base includes registered representatives, investment advisors, and other financial organizations including retirement plan record-keepers, TPAs, bank trust departments, broker dealers, and insurance companies. The firm services approximately $120 billion in client assets under custody or administration and more than 10,000 financial advisors and 500 financial institutions. Visit americantrustretirement.com.

BL:hh

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.