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Set Up MAP as QDIA

You are now able to set up a new or existing Managed Account Program (MAP) as your Qualified Default Investment Alternative (QDIA) through the iJoin portal.

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Set Up iGPS Managed Accounts

Once your iJoin account has been licensed for the iGPS/PIMCO solution, as an iJoin user with administrative rights, you will need to go through the process of setting up iGPS as a managed account provider that can be assigned out to the applicable plans in your system.

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Set Up & Create Managed Account Fees

As an administrator within the iJoin portal, you have the ability to generate participant level fee reports that will calculate the applicable fees for those that are in a managed account. The reports can be run for…

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Relius Managed Accounts Settings for Participants

iJoin’s managed account solution works with Relius functionality to track a participant’s managed account status. This will prevent participants with managed accounts from making their own investment elections/transfers on the web until they opt-out of the managed account.

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iJoin Enrollment Process

This video, “Understanding iJoin Enrollment,” is an overview of the iJoin enrollment experience. It walks the viewer through the step-by-step process and is intended to be used as an implementation guide.

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Introduction to iJoin’s Partner Dashboard

This video, “Quick iJoin Overview for Advisors,” is an introduction to iJoin’s partner dashboard. It highlights plan and participant data analytics, success metrics, and customizable email messaging campaign capabilities.

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Set Up Sponsor and Payroll Notifications

To ensure the appropriate contacts are notified when participants execute changes such as to contribution rates or beneficiaries, you will need to enable Notifications for each plan.

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Setting Up Allianz In Plan Annuities

iJoin provides the ability for In-Plan annuities to be offered via the participant enrollment and post enrollment experiences. This offering requires the following plan level set up within your Relius recordkeeping system as well and iJoin Administrative Portal.

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Finicity Account Aggregation

Finicity is a Mastercard company that offers certain open banking solutions to connect financial data easily. It gives people the ability to access, control, and share their financial data with banks, lenders, or fintechs.

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Set Up Explore Modules

Once your iJoin account is licensed for EXPLORE, you can enable this feature across any number of plans in your system. When enabled for a plan, the functionality becomes an integrated component of your iJoin user experience without the need to install or maintain an additional product.

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Activate A Plan For Enrollment

Once all edits have been made to the Plan through Experience Setup, Investment Paths and Notifications, it is time to Activate the Plan to enable Enrollment.

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Add New Plans

Start by signing into the Advisor Portal. The Dashboard screen will be displayed.

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Set Up Plan in Relius

The following serves as the minimum setup required in Relius in order be able to sync a plan to the iJoin platform.

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Set Up Investment Paths

The Enrollment Experience Type selected for the Plan on the Plan Settings / Plan Defaults tab will determine the Investment Path Options that are available to the Plan and to the Participants on the Enrollment site.

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Set Up Two-Factor Authentication

Two-factor authentication adds an additional layer of security to the authentication process by making it harder for attackers to gain access to a person’s devices or online accounts because knowing the victim’s password alone is not enough to pass the authentication check.

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Electronic Notice Feature

iJoin now provides a mechanism by which plan participants can opt-out of the electronic delivery of required notices in accordance with new regulations.

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Create / Send An Email Campaign

iJoin provides email campaign templates for Onboarding and Re-Enrollment. The option to create your own template to be selected when making a new email campaign is also available.

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Create A Draft Plan

The Active Plan needs to be in a draft status to make certain changes to Experience Setup and to the Investment Paths on Plan Details. The draft Plan will enable edits to the Plan while still keeping the current version of the Plan in an Active status for Enrollments, if applicable.

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Batch Update

There will be times when you need to update settings across all or a subset of Plans or Users. This can be accomplished through the Batch Update utility within the Advisor Portal.

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Set Up Enrollment

Use the Experience Setup tab in Plan Details to enable Participant Enrollments or to make changes to an existing Experience Setup on a Plan.

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Monitor Activity

Use the Activity Monitor to track the status of tasks such as Plan Syncs, Participant Syncs, Notifications and Managed Account Activity.

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Set Up A Plan For Automated Force Outs

The Automated Force Out Process is available to plans on the iJoin platform if the plan is enabled for the ACT feature. iJoin must be updated if a Plan is eligible and wants to utilize this feature.

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Set Up Plan Details

Once the Plan has been successfully added and the Plan Settings have been established in iJoin, it is time to setup the Plan Details.

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Set Up Plan Contacts in Relius

The full email address for each iJoin Notification recipient must exist in Relius and in iJoin for Notifications to send with a successful status.

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