Transforming How America Saves

iJoin will revolutionize how the defined contribution (DC) plan industry engages plan participants, building greater efficiency and effectiveness into the enrollment process while supporting participant success.  iJoin leads participants through an engaging, personalized, decision-making process via their own smart phone or a user-friendly PDA which they are provided for use during a live retirement planning / enrollment meeting.

iJoin’s patent-pending process includes a secure mobile web portal, which can be private-labeled and customized for providers, advisors and/or plan sponsor clients. iJoin captures and integrates plan and provider data with personal information input or confirmed real-time by plan participants during the enrollment meeting.

iJoin will:

• Help individual participants with tough decisions:  how much to invest and how best to allocate plan contributions and account balances
• Boost participation, contributions and rollovers into DC plans
• Enhance managed account, wealth management, and other cross-sale opportunities
• Increase plan sponsor, participant and advisor satisfaction
• Provide documented results for plan fiduciaries
• Offer a unique competitive advantage for providers and advisors who offer iJoin.