Advantages

Participants         Sponsors         Providers         Advisors

Providers

Win more plans and dramatically increase net revenue with iJoin

iJoin increases the efficiency and effectiveness of education and enrollment processes.  iJoin offers participants an engaging personalized experience; drive more assets and revenue into every plan; and provide a visible competitive advantage to increase sales.

iJoin may be private-labeled and customized for providers, advisors, and individual plan sponsor clients—giving plan providers an advantage over current enrollment models, which are commoditized and sub-optimal. iJoin reduces costs and resources wasted on printed materials, captures hard-to-get personal data, and offers improved plan metrics:

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