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Advisors

Win more plans and dramatically increase net revenue with iJoin

iJoin offers a cost-effective, cutting-edge technology that produces measurable improvement in individual retirement outcomes, supports plan fiduciaries, and can drive more assets and revenue into every plan.  iJoin is also a visible differentiator that can increase sales.  

iJoin may be private-labeled and customized for advisors, including choice of guidance methodology. iJoin reduces costly enrollment materials, captures hard-to-get personal data, and offers improved plan metrics:

• Enchanced participant engagement
• Elevated participation rates
• Increased contribution rates
• Smarter asset allocation
• More rollovers into 401(k), 403(b) or 457 plans
• Increased plan sales and cross-sell opportunities

Go to the Contacts tab to schedule a discussion