Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

iJoin

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iJoin

iJoin is a better way to engage participants.

Retirement plan are more valuable to plan sponsors when participants are actively engaged in their own savings, goals, and financial needs. With iJoin, you can help your clients get the most out of their company retirement plans by driving that engagement.

iJoin makes it easy for advisors and recordkeepers to engage with plan participants through event-driven, customizable email campaigns. Target people with timely messages that encourage successful savings behaviors. Put your brand and message forward at regular intervals and at important moments to help clients.

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Help users get and stay on track with click-of-a-button ease.

Easily deploy custom email campaigns to reach user who aren’t on track and encourage simple steps to improve their savings path. Quickly deploy branded, turnkey email messaging based on known at-risk criteria.

These messages gently remind participants about opportunities to improve their savings path and outcomes, and conveniently link to iJoin or participant portals so they can start their next steps immediately, or whenever they want.

Target participants across plans who are:

  • Eligible, but not participating
  • Soon to be eligible (introduce iJoin)
  • Falling short of their goal
  • Short of goal — customized to their age group
  • Short of goal — customized to their income bracket
  • Inactive (no iJoin visits)
  • Not maximizing their match
  • Terminated without balance
  • In a managed account-supported plan

Common sense features:

  • Email campaigns are fully hosted on iJoin
  • Require no setup or maintenance by advisors or recordkeepers
  • All templates include partner branding
  • All templates are fully editable

Talk to us about how you can leverage iJoin to elevate your value.

We’ll help you encourage better participant outcomes and deliver valuable, differentiating levels of service to your clients.

Request a Demo