The next technology for a personalized savings experience
LINCOLN, Nebraska (August 22, 2022) – The retirement plans division of Ameritas Life Insurance Corp. is proud to announce a digital, interactive retirement savings and financial wellness platform, GoalWiseSM, to manage the end-to-end retirement savings journey. GoalWise offers a personalized, goal-based gamification experience for participants and insightful, targeted, event-driven communications and data trending for financial professionals and sponsors to better ensure a funded retirement. GoalWise is designed to engage key stakeholders in a digitally driven application to promote financial literacy, wellness and higher savings rates through interactive education and guidance.
Ameritas retirement plans partnered with iJoin to deliver a robust, integrated technology solution with single sign on capabilities providing a cafeteria-style approach to offering multiple managed account solutions, draw down 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 financial wellness approach.
“We are committed to helping Americans achieve a funded retirement, reduce financial stress and live healthier lives. GoalWise brings an entire suite of services and products that help people save and retire in a manner that meets participants where they want, on their schedule with digital or human interaction. The integrated, technology stack offers solutions that can be scaled while remaining flexible to meet future market demand with competitive pricing particularly down market,” said Jim Kais, executive vice president, retirement plans, at Ameritas.
Steve McCoy, iJoin’s chief executive officer added, “We’re excited to partner with Ameritas retirement plans to support the important role financial professionals play in driving plan performance and, ultimately, plan success. We have a shared focus on evolving a goal-based participant experience that makes engagement more natural and likely to produce better outcomes.”
Ameritas retirement plans serves the industry’s main street market businesses, governmental and non-profit entities through all licensed financial intermediaries, brokers and registered investment advisors. Ameritas retirement plans with iJoin presents a well-differentiated retirement plan model that aligns the personalization attributes to a meaningful retirement journey.
To learn more, call 800-923-2732 or contact RPSales@ameritas.com.
Ameritas is a marketing 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; group dental, vision and hearing care insurance; retirement plans; investments; asset management; and public finance. Securities offered through affiliate Ameritas Investment Company LLC., member FINRA/SIPC and investment advisory services offered through the business name of Ameritas Advisory Services.