Ameritas Retirement Plans launches GoalWise(SM), the next technology for a personalized savings experience

LINCOLN, Neb., August 22, 2022 /PRNewswire/ — The retirement plans division of Ameritas Life Insurance Corp . is proud to announce a digital, interactive retirement savings and financial wellness platform, GoalWiseS.M, to manage your end-to-end retirement savings journey. GoalWise provides a personalized, goal-based gamification experience for participants and insightful, targeted, event-driven communications and data trends for financial professionals and sponsors to better ensure a funded retirement. GoalWise is designed to engage key stakeholders in a digital application to promote financial literacy, wellness and higher savings rates through interactive education and guidance.

Ameritas Retirement Plans partnered with iJoin to provide a robust, integrated technology solution with single sign-on capabilities that provide a cafeteria-style approach to providing multiple managed account solutions, retirement strategies and voluntary benefits , including emergency savings accounts to retirement plan participants. GoalWise will expand to offer financial literacy support services including budgeting, debt management, other savings tools and protection products wrapped in a holistic approach to financial wellness.

“We are committed to helping Americans achieve a funded retirement, reduce financial stress and live healthier lives. GoalWise offers a comprehensive suite of services and products that help people save and retire in a way that meet participants where they want, on their schedule with digital technology. or human interaction. The integrated technology stack offers solutions that can scale while remaining flexible to meet future market demand at competitive prices, especially in the market.” he said. Jim Kaysexecutive vice president, retirement plans, at Ameritas.

Steve McCoyiJoin’s CEO added, “We are excited to partner with Ameritas Retirement Plans to support the important role financial professionals play in driving plan performance and, in ultimately the success of the plan. We have a shared focus on evolving a goal-based participant experience. This makes engagement more natural and likely produces better results.”

Ameritas Retirement Plans serves the industry’s leading aftermarket businesses, government entities and not-for-profits through all licensed financial intermediaries, broker-dealers and registered investment advisors. Ameritas Retirement Plans with iJoin features a well-differentiated retirement plan model that aligns customization attributes with a meaningful retirement journey.

For more information, call 800-923-2732 or contact [email protected].

About Ameritas®
Ameritas is a trade name for Ameritas Mutual Holding Company and its affiliated subsidiary companies, including Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. of New York. Founded in 1887, Ameritas offers a wide range of insurance and financial products and services to individuals, families and businesses. These products and services include life insurance; annuities; individual disability income insurance; collective dental, vision and hearing insurance. For more information, visit ameritas.com.

About LDI-MAP, LLC (dba iJoin)
The iJoin team is committed to personalizing Retirement Success™ and making it easier for millions of savers to move toward better retirement outcomes. As the financial technology partner of the retirement plan industry, iJoin’s goal-based retirement plan experience helps people immediately understand their retirement funding needs and encourages action to put them on track – if iJoin supports financial advisors and registrars with actionable data and tools to more effectively engage both employers and their employees. LDI-MAP (dba iJoin) is a registered investment advisor with the State of Arizona – 14646 N. Kierland Boulevard, Suite 125 Scottsdale, AZ 85254. Learn more at ijoinsuccess.com.

Contact:
Derek Rayment, Mr. Specialist in Media Relations
Ameritas Life Insurance Corp.
Phone: 402-467-7850
[email protected]

SOURCE Ameritas

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