| Engaging, powerful retirement savings tools designed to educate and inspire. |
While on the journey to retirement, it’s important to prepare and be well equipped for whatever life may have in store. That’s why we’ve developed a suite of tools that help participants make the most of their working years so they can enjoy a rewarding retirement.
RetireOnTime powered by iJoin
RetireOnTime powered by iJoin uses real-time individual data—such as age, income, and current savings—to project a personalized retirement income goal. It provides actionable recommendations and visuals to help participants understand how much they may need in retirement, whether they’re on track, and what steps can improve their outlook.
Evergreen enrollment materials
Our evergreen enrollment materials (including dynamically updating required fiduciary notifications) offers detailed guidelines and insight for participants to easily enroll into the retirement plan. Built right in are instructions for enrolling online, information about the participant’s investment options, and forms associated with the plan.
iJoin EXPLORE
iJoin EXPLORE is an interactive learning experience that guides participants toward long-term financial security. Through engaging activities on topics like retirement planning, emergency funds, and income protection, individuals learn and gain actionable insights—automatically updating their personalized goals-based plan.
Engaging communications
From the latest market insights to tips on managing personal finances, we keep participants engaged and informed with an enlightening email communication program.