20th Recordkeeper Deploys iJoin's Goal-based Participant Engagement and MAP Experience
iJoin gives recordkeepers and advisors unparalleled access to trending data that focuses on plan and participant success. Partners can more clearly illustrate how they deliver value by demonstrating trending participation, increases in contribution rates, and the percentage of employees on path to reach their retirement goals. Importantly, iJoin makes it easy for partners to assert their brand and message to reach every participant in every plan through its customizable email campaign builder.
iJoin's CEO
iJoin is a personalized, goal-based retirement plan experience for investors at every step of their savings journey. iJoin considers dozens of personal data points including each person's income, savings, age, location, gender, and retirement destination to calculate their retirement funding goal. This immediate clarity initiates suggestions to optimize individual savings potential to reach their retirement income goal.
iJoin's Managed Account Program offers a progressive option to investment managers seeking a QDIA alternative to traditional Target Date Funds. The MAP's investment methodology is founded on Liability Driven Investing principles that have been long deployed in defined benefit plans. In this defined contribution model, LDI takes center stage in modeling each person's retirement "liability" or retirement income sufficiency goal. The calculated target return needed to reach the goal is mapped to each person based on the investment manager's fund lineup. Unlike "set it and forget it" models, iJoin continuously monitors and updates the mapping based on changes to savings rates, account balance, and other factors.
Learn more about iJoin at ijoinsuccess.com.
About
The iJoin team is committed to personalizing retirement success™ and making it easy for millions of savers to get on a path to better retirement outcomes. As a financial technology partner to the retirement plan industry, iJoin's goal-based retirement plan enrollment experience helps people immediately understand their retirement funding need and encourages action to get on track. iJoin supports financial advisors and recordkeepers with actionable data and tools to more effectively engage both employers and their employees. LDI-MAP (d.b.a. iJoin) is a registered investment advisor with the
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