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How to Generate a Suitability Report

Last updated on January 08, 2025

How to generate a suitability report? The suitability report provides a bubble chart depiction of participant equity exposure when hypothetically placed within a personalized managed account portfolio versus a target date fund.

To generate a suitability report, from the home screen of the iJoin portal, go to the left hand side navigation menu. Select reports.

Click create new report.

Select the desired report format, either in PDF or Excel. Select map suitability report from the report type drop down menu options. Name the report to your preference.

Select the plans you wish to include.

Next, determine if the report should be private or public within the portal. Private restricts the report to only be viewable by the user generating it while public allows users with access to the portal visibility. Next, determine the target date series that the managed account will be compared to and select the managed account provider.

Click create reports and then navigate to the activity monitoring section of the portal on the left hand side.

Once the report task shows as successful in the section, you may return to the reporting screen to download the new report.

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