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Moss, Luse & Womble, LLC
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EPIC RPS
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Product Counsel, ERISA & Operations

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The MandMarblestone Group, llc
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Date Headline
Sept. 2, 2025 iJoin Partners with Manifest to Make It Easier for Participants to Transfer and Consolidate Their 401(k)s
June 2, 2025 iJoin Launches CONNECT to Enable Flexible Access to its Technology Stack
Apr. 28, 2025 Pacific Life Makes Lifetime Income Available Through iJoin Provider Network
Feb. 4, 2025 iJoin's 'IRA Clarity™' Automates Rollover Suitability and Continuity of Advice
June 4, 2024 Retirement Fintech Leader iJoin Taps Stan Smith as CRO
Apr. 7, 2024 Leafhouse and iJoin Announce Launch of Automated Personalized Portfolio™ Program Powered by Dimensional Offering State Street Gtc Retirement Income Builder Series Funds
May 31, 2023 Alerus Powers Its Goal-Based Participant Experience with iJoin
May 4, 2023 Broadridge Integration with iJoin and IPX Enables Allianz In-Plan Income Solution
Mar. 14, 2023 iJoin Taps Benjamin Thomason to Guide Its Rapidly Growing Partner Channels
Jan. 19, 2023 iJoin Introduces Game-Changing Fee Management Functionality for 401(k) Managed Accounts
Oct. 12, 2022 iJoin Encourages Action with 'It's Go Time' Campaign
Sept. 21, 2022 iJoin Leverages Coherent Spark to Accelerate Speed to Market for Retirement Income Products Designed for Hyper-Personalization
Feb. 2, 2022 American Trust Leverages iJoin to Fuel Growth
Oct. 24, 2021 Franklin Templeton and iJoin Collaborate to Expand Access to Goals-Based Personalization
Oct. 14, 2021 GoalPath Makes Its Managed Account and Plan Success Program Available on iJoin
Oct. 11, 2021 iJoin Taps Chris Phillips to Lead its Growing National Sales Team
Sept. 13, 2021 iJoin Adds the Power of ProNvest’s Full-Service Managed Account Solution
Aug. 29, 2021 iJoin Adds Fingage’s Unique Advisor-Centric 401(k) Solution to its Managed Account Marketplace
Aug. 3, 2021 LeafHouse, iJoin® Partner to Deliver a Personalized Managed Account Solution with Breakthrough Pricing
June 11, 2021 iJoin Expands its Availability to Advisors as 40th Recordkeeper Signs On
Apr. 29, 2021 iJoin Personalizes Automated Financial Education with EXPLORE