In this special episode of The Wave Strength, recorded live from the floor of the 2025 NAPA 401(k) Summit in Las Vegas, Jim sits down with Steve McCoy, CEO of iJoin.
The two discuss the partnership between Pacific Life and iJoin, which brings Pacific Life’s lifetime income solution to iJoin’s national network of record-keepers, and explore the impact of making guaranteed lifetime income more personal and accessible for participants.
Listen in as they explore the evolving needs of advisors, differences between DB and DC participants, the growing need for plan personalization, education, and the future of lifetime income.
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About Steve McCoy
iJoin Chief Executive Officer – Chief Compliance Officer
Steve has more than 25 years of executive and sales-management experience in a variety of industries, including financial services and health care. His particular expertise is in leading organizations through periods of rapid growth, managing large sales and marketing organizations, and capital formation to deploy both organic and inorganic growth strategies. Prior to joining iJoin, Steve was CEO of 3D Asset Management, an independent RIA providing ETF model portfolios, technology and practice-management solutions to fee-based financial advisers. During his tenure as CEO, he led efforts to strengthen and reposition the business, develop an innovative financial technology platform and prepare the firm for a sale. Previously, Steve was Owner and EVP of Accounting Resources, a regional provider of accounting, payroll and insurance services. Having developed and sold the payroll and insurance segments of the business to ADP, Steve currently serves as Board Director capacity for the firm.
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In This Episode:
00:00 Introduction
00:59 Meet the Guest
02:39 Pacific Life & iJoin Partnership
04:27 Advisor Mindset & Industry Evolution
06:32 Personalization & Future of Retirement
09:20 iJoin’s Technology & Engagement
11:27 Education & Industry Collaboration
11:52 Closing Remarks
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Catch the wave!
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Topics include: Retirement Solutions, Lifetime Income, 401k, NAPA 2025, Pacific Life, iJoin, Retirement Income, National Association of Plan Advisors
