Product FAQs
What Is EXPLORE? FAQs
What Is EXPLORE? iJoin Explore is a new extension of the participant experience that engages users to take steps towards long term financial...
Finicity FAQ
What does iJoin do with login credentials for the linked accounts? iJoin does not store login credentials we link to Finicity directly to pull the...
How do I reach customer support?
Data Security FAQs
1. How secure is the data between the recordkeeping system and iJoin? For data flow between Recordkeeper and iJoin; All data in transit is encrypted...
Salary Determination FAQ
How to Generate a Plan Health Report
How is Pay Frequency determined by iJoin?
Investment Paths FAQs
What are the Investment Path Options for a Plan? iJoin Standard (Investment Paths): Default Investment Manage It For Me Help Me Choose ...
What Is Enrollment Experience Type?
Funds FAQs
How does iJoin determine expected rate of return for investments in the projected balance calculations? For all investments iJoin uses the BlackRock...
RTQ FAQs
What does RTQ mean? Risk Tolerance Questionnaire Where do I create an RTQ? The RTQ questions and answers with point values are established in...
Dashboard FAQs
Disclosures FAQs
Settings FAQs
What is “Greeting Type?”
Beneficiary FAQs
Browser Support FAQ
Notifications FAQs
Enrollment FAQs
Can I remove the Advisor photo and replace it with our company logo? Can I modify wording throughout the app? Can I customize the Enrollment experience? Where do I customize the look of my Enrollment site? Where do I enable my Plan for Enrollments? What’s in the End User License Agreement on the Enrollment site? Where can I view the existing iJoin Enrollment video?
Plan Defaults FAQs
User Support Topics
Help Topics
How-To Videos
Product FAQs
Portal Documents
Release Notes
Feature Blog
Relius Integration
Documents & Disclosures