iJoin is a better way to engage participants and encourage better outcomes.

iJoin makes it easy for advisors and recordkeepers to drive value and 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.

Message participants (across plans) who are:

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Eligible, not participating

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Soon to be eligible (introduce iJoin)

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Short of goal

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Not active (no iJoin visits)

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Not maximizing match

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Short of goal - by age group

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Short of goal - by income bracket

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Terminated with a balance

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In a Managed Account-supported plan

Messages gently remind participants about opportunities to improve their savings path and outcomes, and link to iJoin or participant portals to take next steps.

Email campaigns are fully hosted on iJoin and require no setup or maintenance by advisors or recordkeepers.

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All templates are partner-branded and are fully editable.

Easily deploy custom email campaigns to reach people not on track and encourage simple steps to improve their savings path. Branded, turnkey email messages are easily managed based on known at-risk criteria.

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