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What is the Managed Account Program (MAP)?

MAP Enroll allows iJoin to automatically map and re-allocate Plan Participants to the most suitable managed portfolio based on their current circumstances and from their information pulled from Relius.

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Allianz Annuity FAQ

View or Download the Allianz Annuity FAQ document below:https://s3.amazonaws.com/ijoin.customer.logos/FAQ+Placeholder/AllianzFAQRK.pdf

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What Is EXPLORE? FAQs

What Is EXPLORE? iJoin Explore is a new extension of the participant experience that engages users to take steps towards long term financial...

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Finicity FAQ

What does iJoin do with login credentials for the linked accounts? iJoin does not store login credentials we link to Finicity directly to pull the...

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Data Security FAQs

1. How secure is the data between the recordkeeping system and iJoin? For data flow between Recordkeeper and iJoin; All data in transit is encrypted...

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Investment Paths FAQs

What are the Investment Path Options for a Plan? iJoin Standard (Investment Paths):   Default Investment   Manage It For Me   Help Me Choose  ...

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What Is Enrollment Experience Type?

The Enrollment Experience Type selection determines the Investment Paths Options available to the Plan and to the Participants on the Enrollment site. This field setting is used as a default for all new Plans being added to iJoin. This setting can also be changed on a Plan level.

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Funds FAQs

How does iJoin determine expected rate of return for investments in the projected balance calculations? For all investments iJoin uses the BlackRock...

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RTQ FAQs

What does RTQ mean? Risk Tolerance Questionnaire Where do I create an RTQ? The RTQ questions and answers with point values are established in...

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Dashboard FAQs

Will all Advisors be visible on my dashboard? Where can I look for more options related to my Dashboard settings?

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Disclosures FAQs

Can I modify the End User Agreement? Can I modify the Final Disclosures? Where do I Add Additional Disclosures? Where can I see the current Additional Disclosures?

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Settings FAQs

Can I customize the enrollment experience? Where? Can I change my settings on the Dashboard? Where do I modify Active Plan(s) settings? Where do I modify logo or Advisor photo? Are you able to accommodate Model Portfolios?

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What is “Greeting Type?”

The Presentation Type selection determines which Plan Contact information is displayed on the Participant Enrollment site for the Enrollment Greetings page, the Completed Enrollment page also on the Participant Enrollment Confirmation report.

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Notifications FAQs

Where can I view the status of my sent Notifications? Where can I reprocess Notifications? How do I setup Sponsor and Payroll Notifications? Where can I see the Email Addresses for my Plan in Join? How do I add / change Plan contacts in iJoin / Relius for Notifications?

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Enrollment FAQs

Can I remove the Advisor photo and replace it with our company logo? Can I modify wording throughout the app? Can I customize the Enrollment experience? Where do I customize the look of my Enrollment site? Where do I enable my Plan for Enrollments? What’s in the End User License Agreement on the Enrollment site? Where can I view the existing iJoin Enrollment video?

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Plan Defaults FAQs

Where do I Edit Plan Rules / Defaults for an Existing Plan? Where do I Modify Global Plan Setup?

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