Technology

Pacific Life Makes Lifetime Income Available Through iJoin Provider Network

Published

12 months ago

April 28, 2025

Pacific Life and iJoin have partnered to bring Pacific Life’s Income Horizon™ to iJoin’s national network of recordkeepers. This collaboration makes it easier for retirement plan advisors to help 401(k) participants create guaranteed retirement income streams that provide confidence and financial security in retirement.

NEWPORT BEACH, Calif. and SCOTTSDALE, Ariz., April 28, 2025 /PRNewswire-PRWeb/ — Pacific Life and iJoin have partnered to bring Pacific Life’s Income Horizon™ to iJoin’s national network of recordkeepers. This collaboration makes it easier for retirement plan advisors to help 401(k) participants create guaranteed retirement income streams that provide confidence and financial security in retirement.

This collaboration makes it easier for retirement plan advisors to help 401(k) participants create guaranteed retirement income streams that provide confidence and financial security in retirement.

The SECURE Act and SECURE 2.0 provided essential legislative relief for advisors and plan sponsors interested in adding in-plan income solutions to defined contribution plans. This relief enables the innovative collaboration between iJoin and Pacific Life to advance next-generation, personalized, lifetime income solutions that offer portability, liquidity, and flexibility.

Income Horizon by Pacific Life is an innovative, accumulation-based, lifetime income solution, available through a group deferred income annuity. It helps reduce concerns about longevity risk, enabling participants to experience a more confident retirement. Starting between ages 55 and 70, participants using iJoin’s managed advice program can have a portion of their portfolio and ongoing contributions automatically allocated to Income Horizon. Participants accumulate lifetime income units – which equate directly to income – that can be converted at retirement to provide a guaranteed stream of income for life. This approach allows participants to build income over time during their working years, instead of making a single purchase at retirement. This strategy may reduce the impact of interest rate volatility, similar to dollar-cost averaging. Participants who decide not to annuitize can liquidate their accumulated lifetime income units and reinvest back into their 401(k).

“We are thrilled to partner with iJoin to make Pacific Life’s Income Horizon more accessible to retirement plan advisors and their clients,” said Karen Neeley, senior vice president, Institutional Retirement Solutions at Pacific Life. “This collaboration recognizes the growing need for a simple, holistic, and personalized solution for today’s retirement plan participants, and introduces an accumulation-based lifetime income solution that aligns with participants’ retirement goals, allowing them to build a guaranteed, dependable lifetime income stream during their working years. By leveraging iJoin’s personalized approach to income delivery we can help create more secure retirement outcomes for participants.”

Income Horizon by Pacific Life offers flexibility for investors to choose when to retire and when to begin taking income, while simplifying the often-complex annuity purchasing process. Importantly, funds remain fully liquid until the participant retires and opts into the annuity payout.

“The demand for an in-plan solution that provides retirees with greater confidence in their income has been loud and clear,” said Steve McCoy, CEO of iJoin. “By integrating Income Horizon into advisor-managed account programs, we’re making it easier to deliver a scalable, yet highly personalized approach to lifetime income for today’s retirement plan participants. Innovation focused on what’s best for the participant supported by the strength and stability of Pacific Life creates a powerful solution.”

Since 2020, iJoin has integrated its data-driven, goals-based participant experience with leading providers of managed advice programs, in-plan income, and IRA rollover solutions. Available through more than 50 retirement plan recordkeepers, financial advisors now enjoy unparalleled product choice with which to make informed recommendations based on plan and participant suitability.

About Pacific Life

Pacific Life provides a variety of products and services designed to help individuals and businesses in the retail, institutional, workforce benefits, and reinsurance markets achieve financial security. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative life insurance and annuity solutions, as well as mutual funds, that provide value and financial security for current and future generations. Supporting our policyholders for nearly 160 years, Pacific Life is a Fortune 500 company headquartered in Newport Beach, California. For additional company information, including current financial-strength ratings, visit www.PacificLife.com.

Pacific Life’s Income Horizon™ is a group deferred income annuity. Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Insurance products can be issued in all states, except New York, by Pacific Life Insurance Company or Pacific Life & Annuity Company. In New York, insurance products are only issued by Pacific Life & Annuity Company. Product availability and features may vary by state. Product and features are subject to regulatory approval. Each insurance company is solely responsible for the financial obligations accruing under the products it issues.

All guarantees are subject to the claims-paying ability and financial strength of the issuing insurance company.

About LDI-MAP, LLC (dba iJoin)

iJoin is a leading retirement plan infrastructure technology partner supporting cost-efficient personalized managed account programs, built-in plan health analytics and reporting tools, financial education and wellness, access to guaranteed income products, and IRA rollovers. We’re built to help financial advisors differentiate and win. Learn more at ijoinsuccess.com.

Media Contact

Jesse Page, Pacific Life, 1 (949) 219-4575, jpage@pacificlife.com, https://www.pacificlife.com/

Alan Gross, GSM Marketing, 1 9047355358, alan.gross@gsm.marketing, www.ijoinsuccess.com

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SOURCE Pacific Life

Technology

1-800Accountant Launches Tax Savings Services Designed for 1099 Workers

Published

15 minutes ago

April 22, 2026

New offering helps independent contractors structure their business to reduce their tax burden from day one

NEW YORK, April 22, 2026 /PRNewswire/ — 1-800Accountant, the nation’s leading virtual accounting firm for small businesses, announced the launch of a new service offering built specifically for 1099 workers and independent contractors. The service helps freelancers and self-employed professionals work with an accountant to select the right business setup for their income, with a focus on reducing taxes from the start.

Growth Is Outpacing Tax Readiness

Independent contractor work has grown significantly in recent years. 1-800Accountant’s client data shows sharp year-over-year growth across contractor-heavy industries, with Consulting up 17%, Construction up 10%, and Service-sector clients growing more than 200% compared to 2024. Despite this growth, many contractors continue to overpay their taxes because they operate without a formal business structure in place or the right tax election.

The gap is particularly visible in industries like Healthcare, Engineering, and Legal, where LLC adoption among 1-800Accountant clients sits at 81%, 72%, and 71%, respectively, well below the 90%-plus rates seen in higher-adoption industries like Construction and Real Estate. 1-800Accountant’s new business tax optimization service closes that gap by matching contractors with the right business type while ensuring their business is set up correctly before they file their first return.

“Independent contractors continue to be one of the fastest-growing segments of the American workforce, and they are also among the most underserved when it comes to strategic tax planning,” said Mike Savage, Founder and CEO of 1-800Accountant. “That lack of planning means that most 1099 workers don’t realize how much they’re leaving on the table. This service changes that. We’re giving contractors access to the same strategic advantages that established businesses have, ensuring the right business setup from the beginning.”

Tax Strategy Built In from Day One

These services walk clients through a structured process that includes accountant-recommended business types, registering with the appropriate state agencies, and coordinating with an accountant to ensure alignment between the structure and the client’s specific tax situation. 1-800Accountant integrates business setup for 1099 earners into a broader tax strategy tailored around each contractor’s income level, filing status, and long-term goals.

“What sets us apart is the tax strategy layer,” said Ryan Teeples, Chief of Strategy at 1-800Accountant. “What contractors and gig workers actually need are professionals to help them understand which tax setup makes the most sense for their income, their industry, and where they want their business to go. Then, we do the work to save on both their business and personal taxes. That’s what we’re delivering here.”

The service is available now to new and existing 1-800Accountant clients. Pricing starts at $19 per month (plus any government filing fees) and includes business setup evaluation, tax return preparation and filing, state registration, federal registration, simple-to-use AI bookkeeping software, and a consultation with a tax expert for onboarding and explanation of their individual tax situation.

About 1-800Accountant

1-800Accountant is the nation’s leading virtual accounting firm for small businesses and independent contractors. With a team of credentialed accountants and tax professionals, 1-800Accountant provides bookkeeping, tax preparation, tax planning, and advisory services to clients across all 50 states. The firm is committed to making professional accounting accessible and affordable for business owners at every stage.

Contact: Wyatt Johnson
Content Manager, 1-800Accountant
920-807-9159 | media@1800accountant.com

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SOURCE 1-800Accountant

Technology

9fin launches in APAC to expand global credit coverage

Published

15 minutes ago

April 22, 2026

With APAC playing a bigger role in increasingly complex global credit markets, 9fin brings the news, data and AI tools professionals need to navigate volatility

HONG KONG, April 22, 2026 /PRNewswire/ — 9fin, the AI-native information platform for global debt markets, has formally launched in the Asia Pacific region, giving credit professionals access to cutting-edge news, data and analysis across private and public bonds and loans.

As the 9fin team continues to grow quickly across APAC from its initial base in Hong Kong, it is supporting firms locally by providing proprietary credit intelligence, comprehensive data, and AI-powered workflow tools, all within one unified platform.

The launch comes as the tussle between public and private markets intensifies in APAC, making it more important than ever for banks, asset managers, advisors, and law firms to have visibility across the full credit landscape. While bond issuance has dropped amid geopolitical disruption, private credit activity remains robust as borrowers seek alternative financing options.

By combining deal intelligence from local sources with its extensive global credit database and AI tools, the 9fin platform gives users a comprehensive view across fragmented markets. The APAC platform includes coverage of more than 1,800 issuers and 16,000 instruments, with issuance history dating back to 2003 following 9fin’s acquisition of Bond Radar, in March 2025.

9fin is already used by more than 300 institutions globally, including KKR, Apollo, BNP Paribas, and Kirkland & Ellis. The company’s APAC buildout — supported by its $170 million Series C fundraise in March 2026 — marks the next phase of its global expansion.

Steven Hunter, CEO and co-founder at 9fin, commented: “APAC is a complex region and is becoming even more so as private markets expand and geopolitical volatility increases. The region needs a faster, smarter platform covering the full picture across bonds, loans, private credit and distressed. That’s exactly what 9fin provides. With our full platform now live in APAC, we’re giving our users the clarity to make informed decisions, faster.”

9fin’s APAC launch follows its expansion across the US, Europe, and Latin America, with CEEMEA to follow.

About 9fin

9fin is the AI-native platform for global debt markets. Founded by former J.P. Morgan banker Steven Hunter and Deutsche Bank engineer Hussam EL-Sheikh, the company combines data, analytics, and AI-powered workflows in a single platform, helping clients work smarter and faster to outperform their peers.

The company is headquartered in London, with offices in New York, Hong Kong, and Belfast and with teams across Latin America and Asia. For more information, visit 9fin.com.

Media contacts
Jessica Simpkin
jessica.simpkin@9fin.com
Shree Dhond/Katie Nerantzis
Dukas Linden Public Relations | 9fin@dlpr.com

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View original content:https://www.prnewswire.co.uk/news-releases/9fin-launches-in-apac-to-expand-global-credit-coverage-302750649.html

Technology

Trimble First Quarter Earnings Call and Webcast

Published

15 minutes ago

April 22, 2026

WESTMINSTER, Colo., April 22, 2026 /PRNewswire/ — Trimble (Nasdaq: TRMB) will hold a conference call on Wednesday, May 6, 2026 at 8 a.m. ET to review its first quarter 2026 results. The call will be broadcast live on the web at https://events.q4inc.com/attendee/544327873. Analysts who wish to dial into the call may do so by first registering at https://events.q4inc.com/analyst/544327873?pwd=s5ilhwSm. Upon registration, dial-in details will be sent via email to the registrant.

About Trimble

Trimble is a global technology company that connects the physical and digital worlds, transforming the ways work gets done. With relentless innovation in precise positioning, modeling and data analytics, Trimble enables essential industries including construction, geospatial and transportation. Whether it is helping customers build and maintain infrastructure, design and construct buildings, optimize global supply chains or map the world, Trimble is at the forefront, driving productivity and progress. For more information about Trimble (Nasdaq: TRMB), visit: www.trimble.com.

FTRMB

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SOURCE Trimble