Notifications are triggered when a Participant-directed change is made on the Enrollment site.
Set Up Notifications
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Create An Email Template
The Email Templates are selected when making a new email campaign.
Electronic Notice Feature
iJoin now provides a mechanism by which plan participants can opt-out of the electronic delivery of required notices in accordance with new regulations.
Create / Send An Email Campaign
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.
Create A Draft 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 in an Active status for Enrollments, if applicable.
Set Up LDI Managed Account Funds
Setting up the LDIndex Funds for the Plan in Relius
Batch Update
There will be times when you need to update settings across all or a subset of Plans or Users. This can be accomplished through the Batch Update utility within the Advisor Portal.
Set Up Plan Settings
The Plan Settings tab are where the Plan Settings and Plan defaults are stored for new Plans.
Set Up Enrollment
Use the Experience Setup tab in Plan Details to enable Participant Enrollments or to make changes to an existing Experience Setup on a Plan.
Monitor Activity
Use the Activity Monitor to track the status of tasks such as Plan Syncs, Participant Syncs, Notifications and Managed Account Activity.
Set Up A Plan For Automated Force Outs
The Automated Force Out Process is available to plans on the iJoin platform if the plan is enabled for the ACT feature. iJoin must be updated if a Plan is eligible and wants to utilize this feature.
Resolve Plan Validation Errors
Errors may occur in iJoin upon adding new Plans, processing Plan syncs and when activating a Plan.
Set Up Task Scheduling
Use Task Scheduling to automatically run tasks on a specific date or frequency.
Set Up White Labels
A White Label is used to customize the display on the Enrollment site.
Set Up Plan Details
Once the Plan has been successfully added and the Plan Settings have been established in iJoin, it is time to setup the Plan Details.
Process Plan and Participant Syncs
Plan Syncs and Participant Syncs keep your iJoin data up-to-date with the recordkeeper, such as Relius.
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.