by Taylor Brown | Mar 8, 2021 | Help Articles, Support
Once the Plan has been successfully added and the Plan Settings have been established in iJoin, it is time to setup the Plan Details. For more information on Plan Settings see Set Up Plan Settings For more information on adding a new Plan see Add New Plans Plan...
by Taylor Brown | Mar 8, 2021 | Help Articles, Support
Plan Syncs and Participant Syncs keep your iJoin data up-to-date with the recordkeeper, such as Relius. The recordkeeper sends iJoin Plan and Participant information during a Plan or Participant Sync. Plan data usually includes changes to fund line ups, contacts or...
by Taylor Brown | Mar 6, 2021 | Product FAQs, Support
Why is the Beneficiary section of iJoin not turned on for a Plan? It is likely that the Collect Beneficiary toggle is turned off for the Plan under the Experience Setup > Other Enrollment Settings section. Set the toggle to ‘On’. The field may have...
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