Once the Plan has been successfully added and the Plan Settings have been established in iJoin, it is time to setup the Plan Details.
Set Up Plan Details
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Support
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Process Plan and Participant Syncs
Plan Syncs and Participant Syncs keep your iJoin data up-to-date with the recordkeeper, such as Relius.
Beneficiary FAQs
Why is the Beneficiary section of iJoin not turned on for a Plan?
January 2021
Release Highlights - January 2021 iJoin has been updated with the following changes: Significant Participant Sync Enhancements - We have made...
Set Up Plan Contacts in Relius
The full email address for each iJoin Notification recipient must exist in Relius and in iJoin for Notifications to send with a successful status.
Browser Support FAQ
What browsers/versions does iJoin support?
Notifications FAQs
Where can I view the status of my sent Notifications? Where can I reprocess Notifications? How do I setup Sponsor and Payroll Notifications? Where can I see the Email Addresses for my Plan in Join? How do I add / change Plan contacts in iJoin / Relius for Notifications?
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
Where do I Edit Plan Rules / Defaults for an Existing Plan? Where do I Modify Global Plan Setup?
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