From the iJoin advisor dashboard home screen, navigate to the plan summary screen of the plan you wish to set up…
How to Set Up MAP as QDIA
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How to Set Up Managed Account Providers
From the iJoin ACT dashboard homepage, navigate to the settings tab and select managed accounts…
How to Monitor & Engage Managed Account Participants
This walkthrough will show you how to review activities associated with managed account participants, along with showing the optimal path to communicate with managed participants.
How to Monitor Email Campaign Analytics
From the home screen of the I join advisor portal, go to the left hand side navigation menu and click messaging.
How to Create and Send an Email Campaign
To create an email campaign, first go to the left hand sidebar and select messaging.
How to Generate an Outside Assets Report
From the home screen of the iJoin advisor portal, go to the left hand side navigation menu, select reports.
How to Generate a Plan Health Report
How to generate a plan health report. Be advised that a plan health report can only be generated for plans enabled with an ACT license.
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.
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.
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.
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…
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.
Set Up a Risk Tolerance Questionnaire
How do I add a risk tolerance questionnaire?
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.
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.
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.
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.
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.
Set Up Managed Account Providers
Setup Managed Account Providers to be used in your Plans
Add New Plans
Start by signing into the Advisor Portal. The Dashboard screen will be displayed.
Enable LeafHouse Managed Account Solution
Once LeafHouse has been enabled for use. Setting up and editing LeafHouse Financial as a Managed Account Provider is done the Settings tab for users with Admin Rights
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.
Setting Up iJoin Managed Accounts and Adding to Plans
First, navigate to the Settings tab on the left of your screen. Select “Managed Accounts” and select the Create Provider button.
Establish Two Factor Authentication (Portal User)
iJoin portal users will be required to setup their account the first time they attempt to log into iJoin Portal after 2FA has been enabled on their account.
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.
Plan Default Settings
The Settings / Plan Defaults tab contains the default settings to be used for new Plans.
Set Up Notifications
Notifications are triggered when a Participant-directed change is made on the Enrollment site.
Create An Email Template
The Email Templates are selected when making a new email campaign.
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.
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.
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.
Set Up Plan Settings
The Plan Settings tab are where the Plan Settings and Plan defaults are stored for new Plans.
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.
Monitor Activity
Use the Activity Monitor to track the status of tasks such as Plan Syncs, Participant Syncs, Notifications and Managed Account Activity.
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.
Set Up Task Scheduling
Use Task Scheduling to automatically run tasks on a specific date or frequency.
Set Up White Labels
A White Label is used to customize the display on the Enrollment site.
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.
Process Plan and Participant Syncs
Plan Syncs and Participant Syncs keep your iJoin data up-to-date with the recordkeeper, such as Relius.