by Taylor Brown | Aug 31, 2021 | Help Articles, Support
Use the Experience Setup tab in Plan Details to enable Participant Enrollments or to make changes to an existing Experience Setup on a Plan. Experience Setup on Plan Details 1. Select the Plan from Plan Summary, then click the Experience Setup tab. The...
by Taylor Brown | Aug 31, 2021 | Product FAQs, Support
What are the Investment Path Options for a Plan? iJoin Standard (Investment Paths): Default Investment Manage It For Me Help Me Choose Choose Myself Managed Account Recommendations: Manage It For Me Choose Myself Do I have to turn on all Paths for my Plan?...
by Taylor Brown | Aug 31, 2021 | Product FAQs, Support
The Enrollment Experience Type selection determines the Investment Paths Optionsavailable to the Plan and to the Participants on the Enrollment site. This field setting is used as a default for all new Plans being added to iJoin. This setting can also be changed on a...
by Taylor Brown | Aug 19, 2021 | Help Articles, Support
Use the Activity Monitor to track the status of tasks such as Plan Syncs, Participant Syncs, Notifications and Managed Account Activity. The Activity Monitor page allows users with Admin rights to view details for task activity that has taken place under their...
by Taylor Brown | Aug 11, 2021 | Help Articles, Support
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. Navigate to the Plans Specifications tab (Plan Details) If the Plan...
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