Partner Marketing Resources

Use these marketing and communication resources to inform and engage industry partners, employers and employees on how iJoin can help them succeed.

Advisors

Employers

Employees

Resources for Professionals

iJoin Advisor Overview Brochure

iJoin Overview for Advisors

A quick introduction to iJoin’s goal-based enrollment, plan and participant success metrics, and unique managed account program.

*Use the “Print-Ready” file to send to a professional printer.

iJoin Calculation Engine

A Better Calculator

iJoin’s approach to financial calculations is different in important ways.

*Use the “Print-Ready” file to send to a professional printer.

iJoin View and Act Comparison Sheet

Compare iJoin’s Plan and Participant Success Insights

Use iJoin’s real-time, actionable information and reports to drive engagement.

Download the PDF
Download Print-Ready PDF

*Use the “Print-Ready” file to send to a professional printer.

iJoin MAP

An Evolved MAP

iJoin’ s goal-based managed account program can be a QDIA with important business benefits.

Download the PDF
Download Print-Ready PDF

*Use the “with bleeds” file to send to a professional printer.

iJoin Investment Methodology

iJoin Investment Methodology

An overview of our methodology, calculations and assumptions

Download the PDF
Download Print-Ready PDF

*Use the “Print-Ready” file to send to a professional printer.

iJoin MAP

iJoin Calculator Methodology

An overview of our methodology, calculations and assumptions.

Download the PDF
Download Print-Ready PDF

*Use the “Print-Ready” file to send to a professional printer.

iJoin MAP

Strategy and Success Map

Use iJoin to be competitive in the retirement plan market ahead.

Introducing iJoin to Employers

Introduction Letter to Plan Sponsors image

Introduction Letter to Plan Sponsors

Use or edit this document to create your letter announcing iJoin to plan sponsor clients.

iJoin One-Page Overview

Use this meeting handout to introduce iJoin to your clients.

iJoin "Your Retirement Plan Success"

Your Retirement Plan Success

Help new and prospective plan sponsors understand the value of iJoin plan success metrics.

iJoin MAP

Supporting Your Rollout

A simple, step-by-step guide to use once you’ve decided to partner with iJoin.

iJoin MAPs Overview

We’re Changing How the World Looks at MAPs breaks down iJoin‘s approach to Managed Account Programs.

Introduction Letter to Plan Sponsors image

iJoin Overview Brochure

Use this digital brochure to introduce iJoin to your clients.

Introducing iJoin to Employees

Email Assets

Email Header

Email Footer 

Download Email Assets

Email Header jpeg
Email Footer jpeg

Text version of the iJoin Employee Introduction Email

Use this document to copy/paste the content of our recommended Employee Introduction Email into your email system.

Download the Word Doc

*To download the images, right click on it and click “Save As” and save them to your computer.

Employee Postcard & Poster

iJoin Enrollment Employee Breakroom Poster

Poster PDF

Poster with bleeds PDF

*Use the “with bleeds” file to send to a professional printer.

iJoin Enrollment Employee Introduction Postcard

Postcard PDF
Postcard with bleeds PDF
Postcard No Stamp PDF
Postcard No Stamp with Bleeds

*Use the “with bleeds” file to send to a professional printer.

Videos for Employees