American Trust Retirement has added iJoin’s personalized managed account platform to its services. It plans to roll out the new program to all employers in April.
American Trust Retirement says it has been focused on offering plan participants a goal-focused, “do-it-for-me” managed account program.
Micah DiSalvo, chief revenue officer for American Trust Retirement, says, “iJoin’s technology aligns with our core philosophy of delivering a superior goal-based enrollment experience that works seamlessly with our adviser-led managed account program. And iJoin’s adviser success platform will help us scale while also helping us maintain the personal touch for which we’re known.”
iJoin shows each participant their personal retirement funding needs and encourages them to take the necessary steps to reach their goals. It sends participants a quarterly “Personal Retirement Picture” that shows a snapshot of goal completion and makes recommendations to improve outcomes.