Ameritas Retirement Plans Introduces GoalWise(SM), the Next Technology for a Personalized Savings Experience

LINCOLN, Neb., August 22, 2022 /PRNewswire/ — Ameritas Life Insurance Corp.’s retirement division. is proud to announce GoalWise, a digital, interactive platform for retirement and financial wellbeingSMto manage the retirement savings journey from start to finish. GoalWise provides a personalized, goal-based gaming experience for participants and insightful, targeted, event-driven communications and data trending for finance 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, wellbeing and higher savings rates through interactive education and guidance.

Ameritas Retirement Plans has partnered with iJoin to provide a robust, integrated technology solution with single sign-on capabilities that offers a cafeteria-like approach to offering multiple managed account solutions, drawing 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 embedded in a holistic approach to financial wellbeing.

“We are committed to helping Americans achieve a funded retirement, reduce financial stress and live healthier lives. GoalWise offers a full suite of services and products to help people save and retire in ways that get participants where they want, on their schedule, with digital or human interaction. The integrated technology stack provides solutions that remain scalable while remaining flexible to meet future market demand with competitive pricing, particularly in the marketplace,” said Jim KaisExecutive Vice President, Retirement Plans, at Ameritas.

Steve McCoyChief Executive Officer of iJoin, added, “We are pleased to partner with Ameritas pension plans to support the important role finance professionals play in driving plan performance and ultimately plan success. We have a shared focus on developing a goal-oriented attendee experience that makes engagement more natural and likely to lead to better outcomes.”

Ameritas Pension Plans serves the industry’s major street market operators, government and not-for-profit entities through all licensed financial intermediaries, brokers and registered investment advisers. Ameritas’ retirement plans with iJoin represent a well-differentiated retirement plan model that aligns personalization attributes with a meaningful retirement journey.

To learn more, call 800-923-2732 or contact us [email protected].

About America®
Ameritas is a marketing name for Ameritas Mutual Holding Company and its related subsidiaries, including Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. of new York. Founded in 1887, Ameritas provides a wide range of insurance and financial products and services to individuals, families and businesses. These products and services include life insurance; pensions; individual disability insurance; Group dental, vision and hearing aid insurance. Visit ameritas.com for more information.

About LDI-MAP, LLC (dba iJoin)
The iJoin team is committed to Personalizing Retirement Success™ and paving the way for millions of savers to better retirement outcomes. As a financial technology partner to the retirement savings industry, iJoin’s experience with goal-oriented retirement plans helps people immediately understand their retirement financing needs and encourages action to get on track. iJoin empowers financial advisors and minute takers with actionable data and tools to more effectively engage both employers and their employees. LDI-MAP (dba iJoin) is a Registered Investment Adviser with the State of Arizona – 14646 N. Kierland Blvd, Suite 125 Scottsdale, Arizona 85254. Learn more at ijoinsuccess.com.

Contact:
Derek Rayment, Sr. Media work specialist
Ameritas Life Insurance Corp.
Telephone: 402-467-7850
[email protected]

SOURCE Ameritas

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