Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

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iJoin

Open Choice Advisor Webinar Replay

As a plan advisor, you have a critical role to play right now in guiding employers and retirement plan participants through a difficult financial and emotional time.

Join us for an introduction to iJoin, an advisor-focused platform integrated with our recordkeeping system that:

Makes it easy to email every plan participant

Provides actionable suggestions to help them reach their retirement goals

Delivers plan and participant level analytics, benchmarking, and reporting data to share with plan sponsors

Recorded: April 28, 2020

Webinar Presented by:

Peter Mooney – President at Flexible Benefit Systems, Inc.
Chip Moore – Vice President of Business Development at iJoin
Alan Gross – Chief Marketing Officer at iJoin
For more information contact Peter Mooney, President of Flexible Benefit Systems, Inc. at: (216) 906-2929 or [email protected]