Its Time To Retire

Your Current Approach to Retirement Enrollment and Education

Proud sponsor of:

The Reality

The current educational approach to retirement planning is failing the very people it was designed to help

Boring

Complicated

Time-Consuming

Confusing

Its a Digital World

101 Million Americans own a smartphone 40 Million own tablets Use of mobile financial services more than doubled in the last year

Consumers expect simple, mobile, engaging solutions for every interaction

They demand the same for retirement enrollment and education

Simple

Interactive
Actionable

iJoin is the best mobile-based enrollment system ever created

401(k)

403(b)

Roth

Advanced technology leads to a better enrollment experience

Participants are guided through their own personalized decision-making process

Benefits for Record Keepers

Provides an immediate transactional mobile solution for enrollment and education

Reduces fixed expense for traditional enrollment and education materials by creating a variable cost structure
Increases success metrics through higher participation and deferral rates while increasing brand loyalty

Benefits for DCIOs

Clearly quantifies investment flow through comprehensive reporting Provides unique value add with measurable impact on retirement readiness for participants Increases flow to funds through higher participation and deferral rates while increasing brand loyalty

Benefits for Broker/Dealers

Delivers a unique transactional mobile enrollment and education solution Provides a competitive advantage for your advisors Produces a higher level of compliance with enhanced fiduciary oversight

Benefits for Plan Sponsors

Improves and documents a stronger fiduciary process Provides leadership for employee preparation for retirement Reduces financial stress through better employee retirement readiness

Benefits for Advisors

Delivers a technologicallyadvanced transactional enrollment and education process Offers a competitive advantage to differentiate your firm and grow your business Delivers a stronger fiduciary process for employee retirement readiness

Does it work?

96% chose to participate in company retirement plan

72% increased contribution rates

9.8% average contribution rate 78% chose guidance into suitable investment allocations 84% completed process in under 20 minutes

Our Mission Increase the probability that all Americans achieve retirement readiness.

Current Clients

Contact Us
Mark Noble
VP Sales & Marketing 281.961.3535 marknoble@ijoinsolutions.com

Andy Olear National Sales Director 817.905.3961 andyolear@ijoinsolutions.com

Mission Accomplished: Retirement Ready