We know that everyone’s financial situation is unique as their retirement income goal. To calculate the funding of that goal, iJoin draws on essential data from the recordkeeping platform to determine each person’s retirement income need. Then we encourage them to optimize their savings and match potential to get on a path to long-term success.
You asked for easy
iJoin 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. Finally, a frictionless enrollment process for every stakeholder.
Enrollment and auto-enrollment have become highly productive actions to boost participation, but many participants or eligible non-participating employees have never seen a personalized, goal-based understanding of their retirement path. As powerful as iJoin is as an enrollment experience, it offers an equally compelling opportunity for re-enrollment.