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.
iJoin ENROLL is an all-digital, goal-oriented process that shows each participant their personal retirement funding need and engages them to take steps to help reach it. ENROLL includes a “Personal Retirement Picture” report, a snapshot of goal completion with recommendations to help improve outcomes.
iJoin ACT provides Sentinel Benefits and their advisor partners plan success metrics used to engage both employers and participants. With ACT, advisors can view information across all plans, compare plan performance against benchmarks, and drill-down to individual plan or participant level data to pinpoint opportunities for improvement. And ACT supports advisors’ goals of encouraging participants to take action through pre-built, targeted and context-specific email campaigns.
“With iJoin ENROLL and iJoin ACT, we have an integrated platform that creates a better participant experience, and produces immediately actionable information that will help our advisor partners and us make a real difference in the financial retirement security of the more than 65,000 Americans we serve,” said Samuel Mitchell, Sentinel Benefits’ Chief Executive Officer.
Steve McCoy, LDI’s Chief Executive Officer added, “We are so pleased to collaborate with Sentinel Benefits; a true retirement industry leader. We’re confident that Sentinel and their financial advisor partners will quickly leverage iJoin ENROLL and iJoin ACT to positively influence the plans and participants they serve.”
LDIntelligence LLC (LDI) is a financial services firm specializing in delivering solutions to the retirement plan industry. Through its iJoin Product Suite, LDI provides technology that improves the retirement plan enrollment process, helping savers better target success and stay on track, while also enabling financial advisors to better assist both plan sponsors and participants to achieve their retirement plan goals. LDI also provides technology to enable individual goal-based managed account programs. LDI-MAP (d.b.a. iJoin) is an affiliate of LDIntelligence LLC. LDIntelligence is a registered investment advisor with the State of Arizona – 14646 N. Kierland Boulevard, Suite 125 Scottsdale, AZ 85254. Visit LDI at www.ldintelligence.com
and learn more about iJoin at www.ijoinsuccess.com
About Sentinel Benefits
At Sentinel Benefits, our ultimate goal is to help people prepare for their future health + wealth needs. From retirement plans to group health insurance to reimbursement accounts to financial planning-- we've got you covered. We help our clients rethink benefits through our unique health + wealth strategies, which creates a highly engaged workforce and better prepares individuals for their financial futures. We partner with our clients to create an environment that promotes financial wellness, encourages retirement readiness, and empowers individuals to succeed.