Transforming Retirement Planning Outcomes
The iJoin Mobile Solution will revolutionize how Financial Advisors in the retirement plan industry engage participants, building greater efficiency and effectiveness into the retirement planning process and improving individual retirement outcomes. iJoin offers an engaging personalized experience anytime, anywhere. Employees are lead through a thoughtful decision-making process via their own smart phone or any Internet enabled device, on their own or in live group meetings.
iJoin’s patent-pending technology includes a secure mobile portal and personalized guidance process based on behaviorial finance findings. iJoin acts as virtual advisor, engaging employees and prompting action. iJoin captures and integrates plan and provider data with personal info input or confirmed real-time by plan participants. iJoin can be private-labeled and customized for advisors, providers and plan sponsors.
iJoin helps individual participants with tough but critical decisions
- At what age can I retire?
- How much money will I need to replace my income in retirement?
- How much should I be saving in my retirement plan now?
- What are suitable investments for me?
iJoin provides a retirement income gap analysis, investment guidance and unique Retirement Readiness rating for individuals, plans or groups of plans
- Innovative method increases participation, contributions and rollovers into plans
- Improves individual retirement outcomes
- Measurable results and reports generated for plan fiduciaries
- Increases asset flow into retirement plans and managed accounts
- Increases plan sponsor and participant satisfaction
- Saves time and resources wasted on printed materials
- Offers advisors and providers a visible competitive advantage to increase plan sales
iJoin is being marketed to:
Financial Advisors
Broker Dealers and RIAs
Defined Contribution Investment Only Firms
Recordkeeping Platforms
Defined Contribution Plan Providers
Go to the Contacts tab to schedule a discussion