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.
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.
*Use the “Print-Ready” file to send to a professional printer.
Compare iJoin’s Plan and Participant Success Insights
Use iJoin’s real-time, actionable information and reports to drive engagement.
iJoin Investment Methodology
An overview of our methodology, calculations and assumptions
Strategy and Success Map
Use iJoin to be competitive in the retirement plan market ahead.
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.
Supporting Your Rollout
A simple, step-by-step guide to use once you’ve decided to partner with iJoin.
Videos for Employers
Introducing iJoin to Employees
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.