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 Overview for Advisors
A quick introduction to iJoin’s goal-based enrollment, plan and participant success metrics, and unique managed account program.
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A Better Calculator
iJoin’s approach to financial calculations is different in important ways.
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Compare iJoin’s Plan and Participant Success Insights
Use iJoin’s real-time, actionable information and reports to drive engagement.
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An Evolved MAP
iJoin’ s goal-based managed account program can be a QDIA with important business benefits.
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*Use the “with bleeds” file to send to a professional printer.
iJoin Investment Methodology
An overview of our methodology, calculations and assumptions
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Download Print-Ready PDF
*Use the “Print-Ready” file to send to a professional printer.
iJoin Calculator Methodology
An overview of our methodology, calculations and assumptions.
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Download Print-Ready PDF
*Use the “Print-Ready” file to send to a professional printer.
Strategy and Success Map
Use iJoin to be competitive in the retirement plan market ahead.
Supporting Your Rollout
A simple, step-by-step guide to use once you’ve decided to partner with iJoin.
Introducing iJoin to Employers
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.
Your Retirement Plan Success
Help new and prospective plan sponsors understand the value of iJoin plan success metrics.
iJoin MAPs Overview
We’re Changing How the World Looks at MAPs breaks down iJoin‘s approach to Managed Account Programs.
iJoin Overview Brochure
Use this digital brochure to introduce iJoin to your clients.
Videos for Employers
iJoin videos for marketing partners
Introducing iJoin to Employees
Email Assets
Email Header
Email Footer
Download Email Assets
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.
*To download the images, right click on it and click “Save As” and save them to your computer.
Employee Postcard & Poster
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.