Put the All-New iJoin ENROLL

to work for you today.

The New iJoin VIEW gives advisors

unparalleled insight across retirement plans.

iJoin can help you do more

than focus on OUTCOMES.

We can help you achieve them.

We’re personalizing retirement success by delivering superior enrollment and engagement. Leverage our industry-leading tools to evolve your client experience today.
iJoin ENROLL screen


Finally, a frictionless enrollment process for every stakeholder.

iJoin ENROLL presents a seamlessly integrated, super-easy paperless process that eliminates work for advisors, recordkeepers, employers and their employees. No more cumbersome setup, deployment or data capture headaches.

Learn How

iJoin MAP

We’re changing how the world looks at Managed Account Programs

iJoin MAP (Managed Account Program) presents an innovative approach to helping retirement plan participants prepare for retirement income sufficiency. Founded on Liability Driven Investment principles, iJoin MAP considers age, income, savings and other factors in determining risk-aligned portfolio recommendations for each individual. Our solution is a sophisticated, yet easy-to-use “manage it for me” solution to retirement investing.

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iJoin MAP Managed Account Program

iJoin VIEW

More Than Just a Dashboard.

iJoin VIEW for advisors is much more than a dashboard. It presents immediately actionable information on plan success metrics that supports more productive conversations with employers. And iJoin ACT introduces an elegantly integrated messaging platform to reach plan participants with updates and opportunities to engage.

Learn how you can leverage plan participation and engagement data easily to convey your value and intention.

iJoin ACT

Makes it easy to engage participants

iJoin ACT our advisor engagement platform, makes information actionable via reports, messages and emails. Create custom email campaigns based on key participation and savings indicators and produce reports on plan success metrics for employers.

Learn More

iJoin MAP Managed Account Program
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Leverage iJoin Technology

With iJoin, you can easily connect with retirement plan participants wherever they are on any device they prefer.

Learn How

With iJoin, you can easily connect with retirement plan participants wherever they are on any device they prefer.

Easily connect with participants

With over three quarters of Americans owning a smart device, getting your message to participants should be a breeze. iJoin makes it easy to target individual participants or groups with messages based on their retirement goals.

Request more information. We’ll be in touch.