We’re excited to share the latest updates to the iJoin platform. Take a look at what’s new, what’s improved, and what’s coming soon.
Recently Released
1. UI Refresh:
We’ve updated the iJoin user interface with modern styling and refreshed branding. The core experience and workflows remain the same, but the platform now has a more polished and intuitive look. iJoin Admins will receive a separate email soon with more information and details on how to enable the new UI.
2. TIAA Lifetime Income
iJoin now fully supports TIAA’s Secure Income Account (SIA) when offered through the Nuveen Lifecycle target date series. Participants will see projected income and essential expense coverage within the iJoin experience, while back-end processes are managed through your recordkeeping system. Support for SIA delivered through a managed account is coming soon in a future update.
3. Relius File-Based Bulk Extract
An alternative to the current sync process that makes it easier and more efficient to transfer data between Relius and iJoin.
4. Miscellaneous
a. Streamlined Plan Editing Enhancement
We’ve simplified the process for updating plan settings. You no longer need to place plans into a draft state and complete a separate activation step. Instead, simply open the plan you need to modify, make the necessary updates, and use the “Save” action. Your changes will be applied immediately and reflected in the iJoin participant experience. As part of this enhancement, the Activation tab has been removed from the plan setup process.
b. Scheduled Task Naming Option
You can now name your scheduled tasks to better identify plan groupings, task responsibilities, etc.
Coming Soon
1. Allianz Lifetime Income
A series of enhancements to the Allianz Lifetime Income+ solution that will further streamline the operational aspects of trading the product solution.
2. New EXPLORE Modules
- Roth Conversion Calculator: An exercise that allows one to model the tax benefits of converting an existing balance into a Roth savings vehicle.
- Budget Planner: An interactive budget planning calculator that allows for the entry of various monthly expenses.
- Healthcare Cost Estimator: An interactive calculator that allows for modeling of various health care cost scenarios.
3. Manifest Integration
Enrollment integration with a rollover capture tool designed to help participants locate existing retirement accounts and facilitate a rollover into the current plan/
4. Capital Group
A new option in the iJoin MAP marketplace that provides personalized portfolio construction using blends of target date funds.
5. Pacific Life Income
A new option in the iJoin Income Marketplace that incorporates Pacific Life’s Income Horizon solution into a managed portfolio.
Tip of the Day
Did you know?
The new iJoin Success Hub is packed with tools and resources to help you. From help topics to how-to videos to marketing resources and webinars, it’s designed to support your success. Be sure to check out the highly-requested Re-enrollment Blueprint, our comprehensive guide to implementing re-enrollment with personalized managed accounts as the QDIA. It includes talking points, marketing materials, and step-by-step operational guidance to make your next re-enrollment seamless and effective.
As always, if you have any questions, feedback, or suggestions, feel free to reach out. We’d love to hear from you.