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.
Release Highlights - May through September 2022 iJoin has been updated with the following changes: Allianz In-Plan Annuity (BETA) - iJoin has been...
This process is used for posting the STP transfer jobs that come into Relius from iJoin.
Start by disabling “Allow Participant Enrollment and iJoin On-Track Enrollment” through Relius.
The Settings / Plan Defaults tab contains the default settings to be used for new Plans.
Notifications are triggered when a Participant-directed change is made on the Enrollment site.
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...
How does iJoin determine the salary to use in the Projected Retirement Income calculations?
Release Highlights - January through March 2022 iJoin has been updated with the following changes: MAP Fee Disclosures - New features have been...
Note: Plan Health Reports can only be generated for plans that are enabled for ACT license.
Release Highlights - December 2021 iJoin has been updated with the following changes: MAP Auto Allocation - This new feature allows you to setup a...
Release Highlights - October & November 2021 iJoin has been updated with the following changes: Opt-In MAP - You now have the ability to enable...
iJoin has been updated with the following changes: iJoin ACT Participation Metric – Based on user feedback, we have adjusted the Active Participation metric on the iJoin ACT analytics platform so that…
Release Highlights - January 2021 iJoin has been updated with the following changes: Significant Participant Sync Enhancements - We have made...
Use this document for content review with your compliance team.
The Email Templates are selected when making a new email campaign.
iJoin now provides a mechanism by which plan participants can opt-out of the electronic delivery of required notices in accordance with new regulations.
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.
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.
Setting up the LDIndex Funds for the Plan in Relius
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.
The Plan Settings tab are where the Plan Settings and Plan defaults are stored for new Plans.
How does iJoin determine the # of pay periods (pay frequency) to use for a plan and participant?
Use the Experience Setup tab in Plan Details to enable Participant Enrollments or to make changes to an existing Experience Setup on a Plan.
What are the Investment Path Options for a Plan? iJoin Standard (Investment Paths): Default Investment Manage It For Me Help Me Choose ...
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.
Use the Activity Monitor to track the status of tasks such as Plan Syncs, Participant Syncs, Notifications and Managed Account Activity.
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.
Errors may occur in iJoin upon adding new Plans, processing Plan syncs and when activating a Plan.
Use Task Scheduling to automatically run tasks on a specific date or frequency.
How does iJoin determine expected rate of return for investments in the projected balance calculations? For all investments iJoin uses the BlackRock...
What does RTQ mean? Risk Tolerance Questionnaire Where do I create an RTQ? The RTQ questions and answers with point values are established in...
Will all Advisors be visible on my dashboard? Where can I look for more options related to my Dashboard settings?
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?
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?
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.
A White Label is used to customize the display on the Enrollment site.
Once the Plan has been successfully added and the Plan Settings have been established in iJoin, it is time to setup the Plan Details.
Plan Syncs and Participant Syncs keep your iJoin data up-to-date with the recordkeeper, such as Relius.
Why is the Beneficiary section of iJoin not turned on for a Plan?
The full email address for each iJoin Notification recipient must exist in Relius and in iJoin for Notifications to send with a successful status.
What browsers/versions does iJoin support?
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?
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?
Where do I Edit Plan Rules / Defaults for an Existing Plan? Where do I Modify Global Plan Setup?
Help Topics
How-To Videos
Product FAQs
Portal Documents
Release Notes
Relius Integration
Documents & Disclosures
