At iJoin we know your collaborative business model depends on building relationships with retirement plan-focused advisors.

We can help you demonstrate real differentiation in two important ways:

Our mobile-friendly apps deliver a superior enrollment experience for employers and employees that’s easy to support.

We turn employee data about their savings behavior into actionable analytics that every advisor can use to help drive better results.

Help Financial Advisors Reach and Engage Participants

Face it, it’s hard to get the attention of retirement plan participants. And we’re not talking about an easy-to-reach audience either. If we’re going to be successful helping them take positive steps along their retirement path, we need to engage – on their terms.

That means educating and suggesting simple options when and where and how it works best for them. iJoin's mission is to help retirement plan recordkeepers and their financial advisor partners engage participants in a way that supports our shared goal of creating better retirement outcomes.

Connect with plan participants through iJoin’s

True Mobile Enrollment

that’s as good as it’s quick

Smart Messaging

that makes education easier to share

Step It Up

that makes it easy to take action and stay on track