Advantages

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Providers

Win more plans and dramatically increase net revenue with iJoin

iJoin offers a change to the current enrollment paradigm. iJoin can help lower costs, provide individual participants with a more meaningful personal experience; drive more assets and revenue in every plan; and offer a visible competitive advantage to increase sales.

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

• Enhanced 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