About iJoin

Why iJoin?         Patent-pending technology         Founders

How iJoin’s patent-pending technology works

Participants in an iJoin session:

• Review and confirm personal data available from sponsor or record keeper
• Input additional personal info for retirement planning
• Consider various investment and retirement income scenarios
• Receive personalized guidance on deferral % and retirement age
• Choose a recommended asset allocation path
• Confirm decisions and enroll instantly

Participant choices are captured real-time in secure database files which may be linked dynamically with any recordkeeping system. Important data such as address changes or beneficiary designation can also be quickly updated during the session.

Personalized retirement plan analysis and confirmation are emailed to participants.

Detailed Fiduciary Reports are instantly generated for plan sponsors, advisors and provider—clearly documenting that participants were offered consistent, sound support.