by Taylor Brown | Jan 9, 2022 | Documents and Disclosures, Support
iJoin provides advisors email messages to encourage retirement plan participants to take steps to improve their retirement outcomes. This document includes the subject line, header graphic, body text, and footergraphic for each email template in the library. The...
by Taylor Brown | Jan 6, 2022 | Help Articles, Support
The Email Templates are selected when making a new email campaign. Email Templates are available when creating a new email campaign. For more information on building a new email campaign see Create / Send An Email Campaign. iJoin provides Email Message Templates for...
by Taylor Brown | Jan 6, 2022 | Help Articles, Support
iJoin now provides a mechanism by which plan participants can opt-out of the electronic delivery of required notices in accordance with new regulations. New system enhancements also provide the infrastructure necessary to track the participant level election details...
by Taylor Brown | Jan 6, 2022 | Help Articles, Support
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. More Information on Creating Email Templates Navigate to the Messaging tab within the...
by Taylor Brown | Jan 5, 2022 | Help Articles, Support
Making Changes to the Active 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...
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