See what’s new, improved, and coming soon in our latest iJoin product update below—and don’t forget to register for our webinar What’s New at iJoin happening TODAY (December 3, 2025) at 12pm PT / 3pm ET. Join us to walk through these updates, watch a live demo, and get your questions answered by our team.
What’s New
iJoin Acquired by Broadridge
A digital rollover tool designed to help participants find old 401(k) accounts and easily facilitate a rollover into the current plan. Learn more about how the integration works and the steps required to enable it for your plans.
In case you missed the news, we’re excited that iJoin is now part of Broadridge. Our mission to make retirement more personal and goal-based remains the same, and this new chapter allows us to accelerate innovation and expand the value we deliver to recordkeepers, advisors, and participants. With Broadridge’s scale and leadership behind us, we’re positioned to amplify our impact and deepen the support we provide to our clients and partners.
ENROLL is Now GOAL
We’ve updated the name of the ENROLL product to GOAL to more accurately reflect the value it delivers. Enrollment is only part of the experience – it goes much further by guiding participants through a personalized, goal-based journey that helps them understand where they stand today and what steps can move them closer to retirement readiness. We believe the new name better aligns the purpose and functionality of the experience.
Manifest Integration
A digital rollover tool designed to help participants find old 401(k) accounts and easily facilitate a rollover into the current plan. Learn more about how the integration works and how to easily enable it for your plans.
EXPLORE Modules
Roth Conversion Calculator
Health Savings Account (HSA)
Coming Soon
1. New EXPLORE Modules
- Budget Planner: An interactive budget planning calculator that allows for the entry of various monthly expenses.
- Healthcare Cost Estimator: An interactive calculator that allows for modeling of various health care cost scenarios.
- Distribution Planner: Designed for those nearing retirement age as a way to devise a personalized draw-down strategy throughout retirement
2. ACT Email Campaign Enhancements
A series of enhancements including BCC/Smarsh/Archiving Compliance, support for ‘unsubscribe’, recipient select/de-select, scheduling automation (e.g. monthly upcoming eligibility), campaign-level statistics, and email user group setup.
3. ACT UI & Report Re-Design
An updated ACT interface aligned with the modern look and feel of the redesigned iJoin participant UI, along with restyled report outputs and revamped email campaign templates.
4. MAP & Income Marketplace Additions
- iGPS Lifetime: An expansion of the iGPS personalized TDF solution that incorporates lifetime income allocations into portfolios
- SRP AMA with TIAA SIA: A custom AMA methodology designed to construct personalized portfolios with allocations to TIAA SIA
- Pacific Life Income Horizon: Support for Pacific Life’s Income Horizon solution inside of managed accounts furnished by the likes of Franklin Templeton and iGPS Lifetime
5. FIS FRP Platform Integration
We’re partnering with FIS on a co-development effort to embed the full iJoin technology stack directly into the FIS FRP web experience. This integration will give users seamless access to all iJoin goals-based tools, including managed accounts, lifetime income, and EXPLORE, from within the FRP next-generation UX.
Tip of the Day
Did you know?
You can add an extra layer of security to your ACT account by enabling two-factor authentication (2FA). You can set it up in three different ways: when creating a new user, by updating an existing user’s settings, or by enabling it for multiple users at once through a batch update.
As always, if you have any questions, feedback, or suggestions, feel free to reach out. We’d love to hear from you.