Serving Plan Advisors and Recordkeepers

As a leading retirement plan technology provider, iJoin’s mission is to help retirement plan recordkeepers and advisors rapidly expand their market capabilities.

By leveraging iJoin’s intuitive, market-leading user experience and solution integrations, partners…

Gain speed-to-market to enhance their participant experiences with personalized managed advice

Provide access to guaranteed income products

Access IRA rollover solutions that help optimize plan performance

It’s all about delivering personalized advice at scale to help drive better plan outcomes.

Today, iJoin is available through a growing national network of more than 40 retirement plan recordkeepers.

Discover Our Partner Marketing Support

Access marketing videos, collateral and other resources for iJoin advisor and RK partners.

Visit the Success Hub

iJoin supports over 3 million active participants.

Experience how iJoin’s powerful solutions can help you serve yours.

iJoin’s Plan Health Report presents the value of your work in quantifiable terms.

The Plan Health Report shows period-over-period performance trends. When your clients can see these trends concretely, that underscores the value you bring to the partnership in a way they can easily understand.

Employee pool participation

Goal success by age group

Participation by age group

Performance by age group

Percent maximizing match

Investment analysis

Terminated with balance

Drill down further to access participant-level data.

Access to more granular detail reveals more information about participant savings behaviors. Insight into those behaviors suggests more actionable messaging campaign topics.

Communicate in just a few clicks.

Communication is critical in setting expectations, educating clients, and maintaining the quality your client relationship. 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, giving you the ability to reach every participant in every plan with just a few clicks.

You cement your services as active, ongoing, and valuable in the minds of your client when you consistently offer insightful guidance and useful tools to participants.

Easy templates for your messaging campaigns.

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.

Select Email Recipients Based on Plan or Criteria

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)
Long-term investor (COVID-19)
Dollar Cost Averaging (COVID-19)

Take Advantage of our Common Sense Functionality

All messages automatically link to iJoin tools or to your participant portals so recipients can start their next steps with the click of a button
You can schedule one-time or multi-message campaigns to reach participants across all or any of your plans
Email campaigns are fully hosted on iJoin and require no setup or maintenance from you
Message templates can 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.

With our tools, you have the power to easily identify key behaviors and trends in the plan and to take actions that help produce long‑term satisfaction and success for participants. That’s a persuasive differentiator.