A Strategy and Success Map for Retirement Plan Advisors

If your goal is to be competitive in the retirement plan market ahead, you’ll need to demonstrate how you deliver on the promise of helping produce better participant outcomes.

With iJoin, you will immediately differentiate your service model through a highly personalized, goal-based experience for employees and be able to report on plan success metrics that underscore your long-term value to a plan sponsor.


Goal-based approach to engagement and investing


More actionable information to share with plan sponsors


New ways to directly communicate with plan participants

iJoin’s Analytics Dashboard gives you an “all-plans” snapshot of participation, savings rates, and savings success (on path to reach goal).

Trends on participation rate, goal completion percentage, and match optimization produce actionable plan health and participant success metrics for you to share at your next plan sponsor meeting.
iJoin's advisor dashboard displayed across three laptop screens
Four-slice cyclical graphic that illustrates a cycle from Recordkeeper data integration through analytics & success metrics, to plan health reports, to personalized engagement, and so forth.
iJoin’s Plan Health Report quantifies period over period performance trends that underscore your value.

Employee pool – participation

Goal success by age group

Participation by age group

Performance by age group

Percent maximizing match

Investment analysis

Terminated with Balance

Data integration with the plan recordkeeping system creates the opportunity for a highly personalized participant experience.

That translates to immediately actionable data for you.

Drill down to access participant level data that reveals more information about savings behaviors and suggests messaging campaign topics.

Tablet displaying screenshots of iJoin's Plan Summary tool

Communication Is Everything!

You know how critically important communication is in setting expectations, helping clients understand the value of long-term investing, and reinforcing the quality of the relationship they have with you. Until now, it’s been very hard to produce sophisticated email campaigns at the participant level.

iJoin’s Data Analyzer connects to the built-in Email Campaign Builder and gives you the ability to reach every participant in every plan with just a few clicks.

Drive value and engage with participants through event or criteria-based campaigns.

iJoin Screenshot: Data Analyzer tool

Target people with timely messages that encourage successful savings behaviors. Put your brand and message forward at regular intervals and at important moments in their financial life.

row of tablets displaying emails available in iJoin's ACT system

  Use Criteria or Plan-based Selections  

Use Criteria or Plan-based Selections

Eligible, but not participating

Haven’t visited in [X] days

Are not maximizing match

Will become eligible (iJoin Intro)

Introduce / reinforce MAP

Short of goal (by age groups)

Short of goal (by income bracket)

Terminated with a balance

Long-term investor (COVID-19)

Dollar Cost Averaging (COVID-19)

Messages link to iJoin or participant portals to take next steps.
Schedule one-time or multi-message campaigns to reach participants across plans.

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

Message template may be partner-branded and are fully editable.

You are the named email sender.

Enhance Your New Plan Business Model

Add iJoin to your plan proposals to demonstrate how you deliver on the mission of better outcomes by focusing on behaviors and trends that help produce long‑term success.

Deliver on the Promise of Better Participant Outcomes

iJoin gives you an immediate competitive advantage by delivering better enrollment, re‑enrollment, and engagement experiences. iJoin is a better way to help people answer questions about how much to save for retirement.

iJoin will help you deliver a better experience for those you serve and demonstrate the value you bring to partnerships!