Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.
Products April 13, 2016
KTRADE Adopts iJoin’s Participant Analytics Tool
iJoin offers quantifiable plan success metrics for plan sponsors, recordkeepers and advisers.
Reported by Rebecca Moore
iJoin, a provider of mobile enrollment, engagement and independent participant analytics solutions for retirement plans, announced a partnership with North American KTRADE Alliance LLC (KTRADE).
KTRADE, an independent recordkeeper, is composed of 14 retirement plan third-party administrator (TPA) member firms that cooperate nationally and support a common 401(k) recordkeeping operation.
iJoin’s technologies are designed to create better participant and employer experiences and drive better outcomes by enhancing and streamlining the enrollment experience for plan participants while supporting financial advisers with analytics tools. In addition to its enrollment experience, iJoin offers simple education and messaging to engage participants and quantifiable plan success metrics for plan sponsors, recordkeepers and advisers.
Brad Lankford, CEO of KTRADE, says, “iJoin’s technologies and philosophy are a great fit for us. They help us deliver on the promise of a better participant experience while giving advisers we work with more insight and data on how to keep plans and people on track.”
KTRADE also recently partnered with Folio Institutional, a platform for registered investment advisers (RIAs) that combines clearing, custody and an array of technology services.