LeafHouse Financial and LDI-MAP (d.b.a. iJoin) have struck up partnerships with more than a dozen recordkeepers to deliver the LeafHouse-iJoin Managed Account Program.
The program combines the power of LeafHouse’s FlexFiduciary™ and reallocateIT™ portfolio management technologies with iJoin’s goal-based, personalized participant experience. According to a press release, technology-driven efficiency makes it possible to deliver a long-sought personalized managed account program with 3(38) investment manager fiduciary coverage for as little as 6 basis points (not including investment expense).
LeafHouse’s FlexFiduciary™ service helps employers meet their obligations while reducing cost, oversight, effort, and risk—and, according to the firms, advisors appreciate the program’s investment methodology that works with a plan’s existing investment lineup.
