Ameritas retirement plans launches GoalWise(SM) the next technology for a personalized savings experience

LINCOLN, nab., August 22, 2022 / PRNewswire / – Ameritas Life Insurance Corp. Retirement Plan Division is proud to announce GoalWise, an interactive digital platform for retirement savings and financial well-beingSM, to manage the end-to-end retirement savings path. GoalWise offers a personalized, goal-based gamification experience for attendees and in-depth, 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 digitally driven application to promote financial literacy, well-being and higher savings rates through interactive education and guidance.

Ameritas Retirement Plans have partnered with iJoin to provide a robust, integrated technology solution with single sign-on capabilities that provide a cafeteria-style approach to offering multiple managed account solutions, devising voluntary strategies and benefits, including emergency savings accounts to participants in the pension plan. 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 well-being.

“We are committed to helping Americans get a funded retirement, reduce financial stress and live healthier lives. GoalWise offers a whole suite of services and products that help people save and retire in a way that meets their needs. participants wherever they want, in their program 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 at the downside of the market, “he said. Jim Kaisexecutive vice president, retirement plans, at Ameritas.

Steve McCoyadded the chief executive of iJoin, “We are thrilled to partner with Ameritas retirement plans to support the important role that financial professionals play in driving the plan’s performance and ultimately in the plan’s success. We have a shared focus. on the evolution of a goal-based participatory experience this makes involvement more natural and capable of producing better results. “

Ameritas pension plans serve the industry’s leading street market businesses, governmental and non-profit entities through all registered financial intermediaries, brokers and investment advisors. Ameritas retirement plans with iJoin feature a well-differentiated retirement plan model that aligns personalization attributes with a meaningful retirement path.

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

About Ameritas®
Ameritas is a trading name of Ameritas Mutual Holding Company and its affiliates, 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 insurance for dental, sight and hearing care. For more information, visit

About LDI-MAP, LLC (dba iJoin)
The iJoin team is committed to personalizing retirement success ™ and enabling millions of savers to easily navigate the path to better retirement outcomes. As a financial technology partner for the retirement planing industry, iJoin’s expertise in goal-based retirement plans helps people immediately understand their retirement financing needs and encourages action to get on track. iJoin supports financial advisors and archivists with data and tools that can be used to more effectively engage both employers and their employees. LDI-MAP (dba iJoin) is an investment advisor registered with the State of Arizona – 14646 N. Kierland Boulevard, Suite 125 Scottsdale, Arizona 85254. Learn more at

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

SOURCE Ameritas

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