by Taylor Brown | Apr 30, 2021 | Release Notes, Support
Release Highlights – April 2021 iJoin has been updated with the following changes: iJoin ACT Participation Metric – Based on user feedback, we have adjusted the Active Participation metric on the iJoin ACT analytics platform so that employees are only...
by Taylor Brown | Apr 17, 2021 | Help Articles, Support
Use Task Scheduling to automatically run tasks on a specific date or frequency. Setting up scheduled tasks to sync Plan and Participant data from the recordkeeping system is an optimal way of keeping your iJoin data up-to-date without the need for continual manual...
by Taylor Brown | Apr 8, 2021 | Product FAQs, Support
How does iJoin determine expected rate of return for investments in the projected balance calculations? For all investments iJoin uses the BlackRock expected 10 year returns for asset classes which are mapped to the Morningstar fund database. The return rates are...
by Taylor Brown | Apr 6, 2021 | Product FAQs, Support
What does RTQ mean? Risk Tolerance Questionnaire Where do I create an RTQ? The RTQ questions and answers with point values are established in the Plan Settings tab of the Advisor Portal. The RTQ is added to the Plan in the Plan Details / Investment Paths tab. See Set...
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