The Power to Personalize™
Automate advice and engage at scale with deep personalization.
Present personalized, goal-based retirement income projections
Automate accumulation and decumulation advice
Use data-driven insights to encourage participant action
Democratize financial planning with integrated education and wellness
The challenge of the retirement plan industry is to deliver on its promise of helping millions of workers achieve retirement income security.
To realize this, we need to deliver education, advice, and help at scale with a level of personalization that democratizes financial planning.
Welcome to iJoin.
Know Your Goal
Retirement plan success is more than accumulating contributions and earnings and tax deductions. It’s knowing you’re saving enough to fund and enjoy your retirement.
To do that, you need to know your goal. Unfortunately, most people have no idea how much they need to save.
iJoin addresses the three biggest questions most people have in saving for retirement:
How much income will I need in retirement?
How much do I need to save to get on track?
How can I make retirement planning easier?
Make It Easy
We believe technologies that are expensive or difficult to deploy just don’t work and, frankly, don’t help enough. Millions of people need to save for retirement and every one of them deserves easy-to-understand, personalized information that helps them get on a path to success.
iJoin gives retirement plan advisors and recordkeepers access to immediately actionable plan health and plan success metrics to share with plan sponsors. See how it can help you differentiate.
iJoin offers a customizable, managed account program option to drive long-term savings success. See how it can work for you.
Coverage on Outcomes
We’re committed to helping our industry meet its promise of improving participant outcomes. We’re happy to share articles on the pulse of that effort.