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Set Up LDI Managed Account Funds

Last updated on January 05, 2022

1. Enter the Plan specific MATC CUSIPS for each of the LDIndex portfolios into the Investment Table in Relius.

Ensure the Investment Names are entered exactly as displayed below, and enter the fact sheet “Link to Prospectus Document” URL values below on the Web/VRU tab of the investment table:

Investment Name Link to Prospectus Document
LDIndex3 Targeted Return Portfolio https://www.ldintelligence.com/wp-content/uploads/2019/12/20190930-LDi3-Mid-Atlantic-Factsheet.pdf
LDIndex4 Targeted Return Portfolio https://www.ldintelligence.com/wp-content/uploads/2019/12/20190930-LDi4-Mid-Atlantic-Factsheet.pdf
LDIndex5 Targeted Return Portfolio https://www.ldintelligence.com/wp-content/uploads/2019/12/20190930-LDi5-Mid-Atlantic-Factsheet.pdf
LDIndex7 Targeted Return Portfolio https://www.ldintelligence.com/wp-content/uploads/2019/12/20190930-LDi7-Mid-Atlantic-Factsheet.pdf
LDIndex9 Targeted Return Portfolio https://www.ldintelligence.com/wp-content/uploads/2019/12/20190930-LDi9-Mid-Atlantic-Factsheet.pdf

 

2. Setup each of the LDIndex funds from step 1 as web enabled funds for the Plan.

3. Ensure that the “Calc PS Web Balance” function is setup to run as part of a daily task to ensure that total balance amounts can be pulled for the plan whenever synced to iJoin.

4. Ensure that the Eligibility transaction has been run for all Participants in the Plan.

5. Enable Census Audit for the Plan – this will ensure new enrollees enrollment status is properly set when they enroll through iJoin.

6. Save Plan changes.

7. Process a Plan Sync in iJoin.

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