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About iJoin
iJoin is a financial technology company that specializes in retirement planning solutions. The company aims to democratize access to personalized financial guidance, providing tools and services that enhance retirement outcomes for plan participants. iJoin focuses on delivering personalized, data-driven retirement planning through advanced technology, ensuring that users of all financial literacy levels can effectively engage with their retirement plans.
The company offers a range of services, including participant engagement tools like personalized reports and managed account programs, as well as automated email campaigns to encourage participant actions. For advisors and recordkeepers, iJoin provides an analytics dashboard for real-time plan health metrics, customizable enrollment experiences, and integration capabilities with existing platforms. iJoin serves retirement plan advisors, recordkeepers, and employers, partnering with over 40 recordkeeper partners to improve plan performance and participant engagement.
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