Message participants (across plans) who are:
Eligible, not participating
Soon to be eligible (introduce iJoin)
Short of goal
Not active (no iJoin visits)
Not maximizing match
Short of goal - by age group
Short of goal - by income bracket
Terminated with a balance
In a Managed Account-supported plan
Messages gently remind participants about opportunities to improve their savings path and outcomes, and link to iJoin or participant portals to take next steps.
Email campaigns are fully hosted on iJoin and require no setup or maintenance by advisors or recordkeepers.
All templates are partner-branded and are fully editable.
Easily deploy custom email campaigns to reach people not on track and encourage simple steps to improve their savings path. Branded, turnkey email messages are easily managed based on known at-risk criteria.