Advantages
Participants Sponsors Providers Advisors
Participants
iJoin engages participants by providing an easy-to-use and immediate way to plan for retirement and make sound savings and investment decisions.
Participants access iJoin via their own mobile device or user-friendly iPod Touch provided for use during live group meetings. Input or review and confirm personal data available from plan sponsor or provider
- Input additional personal info and preferences for retirement planning
- Determine saving rate needed to replace a chosen percentage of income
- See projected impact of different decisions
- Receive guidance in investment selection
- Confidently confirm savings and investment choices
- Receive via email a written plan and personal retirement readiness rating
In group meetings (live or web), advisors or enrollment specialists can be available to answer questions and provide on-the-spot coaching to individual participants, as all go through the iJoin process.
