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Paul Fennell

Agreement with Sentinel Benefits to Deploy iJoin

LDIntelligence LLC (LDI) is pleased to announce an agreement with Sentinel Benefits & Financial Group (Sentinel Benefits) to deploy LDI’s iJoin ENROLL and iJoin ACT to Sentinel’s retirement plans. The combination of these enrollment, post-enrollment engagement, analytics and employee communication tools gives Sentinel Benefits an industry-leading offering to retirement plans and their advisor partners.

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Introducing iJoin ACT for Retirement Plans

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.

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National Agreement With Alliance Benefit Group To Distribute iJoin

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.

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Chip Moore to Lead iJoin Business Development

LDIntelligence LLC (LDI) announced today the appointment of Chip Moore to lead the company’s growth of its iJoin1 401(k) enrollment and managed account solutions. He joins LDI as its Vice President of Business Development responsible for expanding relationships within the FIS Relius2 client base and other industry partners.

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