iJoin Solutions and KTRADE Announce Strategic Alliance

KTRADE will deploy iJoin’s suite of enrollment , education and advisor tools

iJoin Solutions, the leader in mobile enrollment , engagement and independent participant analytics solutions for retirement plans , is pleased to announce a strategic partnership with North American KTRADE Alliance, LLC (KTRADE). KTRADE, a leading independent recordkeeper, is comprised of 1 4 retirement plan TPA member firms who 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 enhanc ing a nd streamlin ing the enrollment experience for plan participants while supporting financial advisors with powerful and accessible analytics tools. iJo in’s mobile friendly and cross - platform capabilities make it easy for retirement and investment professionals to engage plan participants and sponsors.

Brad Lankford, CEO of KTRADE, said “iJoin’s technologies and philosophy are a great fit for us. They he lp us deliver on the promise of a better participant experience while giving advisor s we work with more insight and data on how to keep plans and people on track . That helps them deliver a better client experience and differentiate in an important way."

i Join’s solutions address three key needs in the market today:

  1. A mobile friendly enrollment experience to encourage participation
  2. Simple education and messaging to engage participants
  3. Quantifiable plan success metrics for plan sponsors, recordkeepers and ad visors

Mark Noble, Partner at iJoin, said "We believe that it’s fundamentally important to increase participation in retirement plans by reaching those who have passively enrolled as well those who have not yet enrolled. We’re confident that with partners like KTRADE, we can make a real difference in helping create better retirement outcomes for many hard working people."

About iJoin

iJoin Solutions is dedicated to improving participant outcomes in retirement plans through the use of mobile enrollment technology, coupled with behavioral analytics capabilities. Utilizing more than 50 years of combined experience in the financial industry, iJ oin Solutions strives to engineer a more streamlined approach to participant engagement – leading to higher participation and deferral rates. For more information, please visit www.iJoinSolutions.com.


KTRADE is a leading retirement plan provider that helps financial advisors and its national Alliance members deliver successful retirement plan strategies. Clients and partners benefit by KTRADE’s national reach and local, high touch expert service delivered by its Alliance members who are expert Third Party Administrators from across the country. The company is committed to offering low cost, expertly delivered open architecture solutions to the market in order to help plan participants save for a s uccessful retirement





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