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iJoin Welcomes Its 30th Recordkeeper and Broadens Advisor Access

January 13, 2021

The expansion puts data-driven personalization, education, and MAPs within reach of more retirement plan advisors. 

LDI-MAP LLC (d.b.a. iJoin) announced today that its partner network has grown to 30 retirement plan recordkeepers. The expansion of iJoin’s platform availability puts its uniquely personalized employee engagement tools, employer success reporting, goal-based enrollment features, and managed account program in the hands of more financial advisors.

iJoin’s focus on data-driven and event-driven personalization leads the retirement plan industry. iJoin’s CEO, Steve McCoy, put it in context,

“Many organizations in our industry are coming to the realization that the goals of personalized education and retirement income projection are possible only through robust data integration. That’s why we designed iJoin to be tightly integrated with our recordkeeper partners. The data exchange supports a rich, personalized participant experience and a real opportunity for advisors to have a more meaningful dialogue with plan sponsors about plan success metrics.” McCoy continued, “The milestone of 30 recordkeepers underscores the market’s appreciation of these solutions as well as our commitment to partner success.”

iJoin creates a differentiating opportunity for retirement plan recordkeepers to partner with and support financial advisors through branded enrollment, education, and managed accounts. The platform’s all-digital approach is built for workflow efficiency and to scale with personalization. In 2021, the company plans to expand the platform’s employee education and engagement offerings while providing even greater flexibility in its managed account program.

Learn more about iJoin. Please contact us here.

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 enrollment 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.