by Taylor Brown | Dec 24, 2024 | Documents and Disclosures, Support
1) How many years until you begin to take money from your retirement savings? 0 0 to 5 years 3 5 to 10 years 5 11-20 years 6 21-30 years 7 30+ years 2) I have prior experience with stocks (including international) and bond mutual funds, and recognize the different...
by Taylor Brown | Dec 24, 2024 | Documents and Disclosures, Support
This agreement is located at the beginning of the participant enrollment experience and can not be modified in any way. End-User-License-Agreement.docx Document transcript: End User License Agreement This End User License Agreement (the “Agreement”) sets forth the...
by Taylor Brown | Dec 24, 2024 | Portal Documents, Support
Users will be required to setup their account the first time they attempt to log into iJoin Portal after 2FA has been enabled on their account 1. Log into the iJoin Portal with your current Username and Password. If you are not enabled for multi-factor authentication,...
by Taylor Brown | Dec 24, 2024 | Documents and Disclosures, Support
The Assumptions and Disclaimers information appears on the last page of the Participant Enrollment report that is emailed when Participant-directed Enrollment activity occurs on the Enrollment site. The information provided in the Assumptions and Disclosures text...
by Taylor Brown | Dec 24, 2024 | Relius Integration Information, Support
iJoin-On-Track-Enrollment.pdf Note1: Update to page 5 Advice Provider has been changed to ‘Vendor’, Utilities / VRU / Web Administration / Maintenance / Utilities / Vendor / Setup Note2 After page 8 should have setting to enable Participant Web...
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