The Goal Matters
iJoin MAP leverages Liability Driven Investment (LDI) principles to determine the retirement income need and align investments to meet that need. LDI methodology has been used for decades to determine the adequate funding of defined benefit plans. It’s the methodology behind iJoin’s goal-based enrollment experience which considers income, savings, outside assets, location, age and many other factors in determining the retirement income needed for each person.
We’re making the power of LDI available to individual plan participants in an automated, yet personalized way.
iJoin MAP produces a personalized, retirement-funding goal for each saver, based on age, savings, income and dozens of additional data points that aligns an investment recommendation to fund the goal. And iJoin periodically reports on each saver’s progress, suggesting ways to close the gap.
iJoin’s Managed Account Program can help you deliver a new quality of experience. Let’s talk.