ACT: Analytics, Reporting, Engagement

iJoin ACT helps retirement plan advisors highlight their value by turning plan health analytics into targeted participant communications that drive better outcomes.

Plan Health Analytics & Reporting

See plan trends at a glance, streamline reporting, and make every client meeting more impactful with iJoin’s advisor-focused ACT dashboard.

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Targeted Communication

Engage participants with iJoin ACT’s rules-based email builder to reach everyone you serve, whether they are actively participating or need a nudge.

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iJoin is a better way to engage participants.

Retirement plans are more valuable to plan sponsors when participants are actively engaged in their own savings, goals, and financial needs. With iJoin, you can help your clients get the most out of their company retirement plans by driving that engagement.

iJoin makes it easy for advisors and recordkeepers to engage with plan participants through event-driven, customizable email campaigns. Target people with timely messages that encourage successful savings behaviors. Put your brand and message forward at regular intervals and at important moments to help clients.

Rendering of the Email Scheduling tools in iJoin ACT

Rendering of the Email Campaign Recommendations panel in the iJoin ACT toolkit

Help users get and stay on track with click-of-a-button ease.

Easily deploy custom email campaigns to reach user who aren’t on track and encourage simple steps to improve their savings path. Quickly deploy branded, turnkey email messaging based on known at-risk criteria.

These messages gently remind participants about opportunities to improve their savings path and outcomes, and conveniently link to iJoin or participant portals so they can start their next steps immediately, or whenever they want.

Target participants across plans who are:

Eligible, but not participating
Soon to be eligible (introduce the plan)
Falling short of their goal
Short of goal — customized to their age group
Short of goal — customized to their income bracket
Inactive (no logins)
Not maximizing their match
Terminated without balance
In a managed account-supported plan

Common sense features:

Email campaigns are fully hosted
Require no setup or maintenance by advisors or recordkeepers
All templates include partner branding
All templates are fully editable

Example of an email template available in ACT: Invest for the long run, dollar cost averaging helps you do it!

Example of an email template available in ACT: 3 questions most people have, essential answers you need when saving for retirement.

Example of an email template available in ACT: More match means more money for you!

Example of an email template available in ACT: Great start, now let's get you closer to your goal!

Talk to us about how you can leverage iJoin to elevate your value.

We’ll help you encourage better participant outcomes and deliver valuable, differentiating levels of service to your clients.