iJoin Overview- PowerPoint Presentation

8/13/2019 iJoin Overview- PowerPoint Presentation

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Proud sponsor of:

Its Time To RetireYour Current Approach to Retirement Enrollment and Education


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The Reality

The current educational approach toretirement

planning is failing the very people it was designed to help


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Complicated

Confusing

Boring

Time-Consuming


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101 Million Americans own a smartphone

40 Million own tablets

Use of mobile financial services more than doubled in the last year

Its a Digital World


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Consumers expect

simple, mobile,

engaging solutionsfor every interaction


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They demand thesame for retirement

enrollment and

education


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Simple

Actionable

Interactive


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iJoin is the best mobile-based enrollment

system ever created

401(k)

403(b)

Roth


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Advanced technology leads to a better

enrollment experience

Participants areguided through their

own personalized

decision-making

process


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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 anddeferral rates while increasing

brand loyalty


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Benefits for DCIOs

Clearly quantifies

investment flow throughcomprehensive reporting

Provides unique value

add with measurable

impact on retirement

readiness for participants

Increases flow to funds

through higher

participation and deferral

rates while increasingbrand loyalty


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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 withenhanced fiduciary

oversight


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Improves and documents a stronger

fiduciary process Provides leadership for employee

preparation for retirement

Reduces financial stress through

better employee retirement readiness

Benefits for Plan Sponsors


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Benefits for Advisors

Delivers a technologically-

advanced transactional

enrollment and educationprocess

Offers a competitive

advantage to differentiate

your firm and grow your

business

Delivers a stronger fiduciary

process for employee

retirement readiness


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Does it work?


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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


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Our Mission

Increase the probability that allAmericans achieve retirement

readiness.


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Current Clients


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Mark Noble

VP Sales & Marketing

281.961.3535

[email protected]

Andy Olear

National Sales Director817.905.3961

[email protected]

Contact Us


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Mission Accomplished: Retirement Ready

iJoin Overview- PowerPoint Presentation

Documents

Transcript of iJoin Overview- PowerPoint Presentation