Recently Released
Manifest Integration
A digital rollover tool designed to help participants find old 401(k) accounts and easily facilitate a rollover into the current plan. Learn more about how the integration works and the steps required to enable it for your plans.
Capital Group & LeafHouse’s Target Date Plus
A new option in the iJoin Managed Advice marketplace that provides personalized portfolio construction using blends of target date funds.EXPLORE Modules
Roth Conversion Calculator
Health Savings Account (HSA)
Allianz Lifetime Income
A series of enhancements to the Allianz Lifetime Income+ solution that will further streamline the operational aspects of trading the product solution, including a direct allocation feature that supplants the existing quarterly sweep funding functionality.
iGPS POE Report
The iGPS Personalized Outcome Effectiveness (POE) Report is a new ACT reporting option for those utilizing the iGPS personalized portfolio service that provides a statistical analysis of a plan and its participants vs. national averages.
Coming Soon
1. TIAA Managed Accounts
Adds support of TIAA’s Secure Income Account annuity inside of a managed account program.
2. New EXPLORE Modules
- Budget Planner: An interactive budget planning calculator that allows for the entry of various monthly expenses.
- Healthcare Cost Estimator: An interactive calculator that allows for modeling of various health care cost scenarios.
3. Distribution Planner
Designed for those nearing retirement age as a way to devise a personalized draw-down strategy throughout retirement.
4. Pacific Life Income
A new option in the iJoin In-Plan Income Marketplace that incorporates Pacific Life’s Income Horizon solution into a managed portfolio.
5. ACT Email Campaigns for Outside Asset Collection
A new email campaign template and rule set designed to encourage participants to share their outside assets so they can see a more complete and accurate retirement income projection.
5. Re-Styled Reports & Email Templates
Updated styling of reports and email campaign templates to match the style of the newly redesigned participant experience.
Tip of the Day
Did you know?
You can save time by updating multiple plans or users at once with iJoin ACT’s Batch Update feature. This tool makes it easy to apply changes in bulk for a variety of settings, so you can spend less time clicking through individual updates and more time supporting your clients.
As always, if you have any questions, feedback, or suggestions, feel free to reach out. We’d love to hear from you.