Retirement Plan Technology that Powers Better Outcomes

The iJoin Difference  //

Built for What’s Next

Deliver Personalization at Scale

From a goal-based enrollment experience through advice and income, personalization isn’t a feature—it’s the foundation. Help every participant take confident, meaningful steps toward a better retirement outcome.

Advisor Tech That Drives Results

Access real-time plan health insights, send participant-level engagement campaigns, and streamline rollover automation to retain assets. Every tool is designed to help advisors grow and differentiate their practice.

Designed for Seamless Integration

Through a single API or SSO connection, recordkeepers can access their choice of UX features in the iJoin technology stack. Accelerate your time to market, with lower cost and lower risk.

Unlock a Connected Marketplace

The iJoin Solution Marketplace gives recordkeepers and advisors access to a growing network of managed advice and in-plan income solutions, giving them flexibility to make selections based on plan suitability, need, and cost.