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.
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…
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.
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 “Managed Only” Investments (aka Sidecars)
Relius Disable Plan Web Election Change settings for “Managed Only” Investments
Set Up Managed Account Providers
Setup Managed Account Providers to be used in your Plans
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.
Set Up LDI Managed Account Funds
Setting up the LDIndex Funds for the Plan in Relius
Set Up Task Scheduling
Use Task Scheduling to automatically run tasks on a specific date or frequency.