We’re turning retirement plans into success plans

because success in retirement is the real benefit.

Goal-based, personalized experience for every employee

Actionable plan success metrics for employers and their advisors

Unwavering focus on improving retirement outcomes

Know Your Goal

Retirement plan success is more than accumulating contributions and earnings and tax deductions. It’s knowing you are 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's unique, goal-based participant experience works to drive better outcomes.

We support it with plan success reporting and an innovative managed account program. Let it work for you.

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 connects professionals like you directly to plan participants through targeted, event-driven email campaigns and personalized reports. Learn how it can elevate your value.

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.