Our Providers

Who is iJoin
iJoin is the technology provider that connects to recordkeeping systems to express the individualized asset allocation methodology. iJoin also instructs the plan custodian to trade investments in order to personalize each participant’s account. On a quarterly basis, iJoin verifies personal data to adjust, if needed, each participant’s investment allocation based on the asset allocation methodology. iJoin provides digital guidance to participants electing to engage with planning for their retirement readiness.