What Is Enrollment Experience Type?

The Enrollment Experience Type selection determines the Investment Paths Options available to the Plan and to the Participants on the Enrollment site. 

This field setting is used as a default for all new Plans being added to iJoin. This setting can also be changed on a Plan level. 

Settings / Plan Defaults

The Enrollment Experience Type field is set as a default under the the Plan Settings / Plan Defaults tab for new Plans to use when added to iJoin. The Enrollment Experience Type field can be changed on a Plan level, (when in draft status) using the Plan Details / Enrollment Setup tab.  

An auto save message will appear at the top of the screen whenever the Enrollment Experience Type field is changed.

The Experience Type options are as follows:

1. Choosing the iJoin Standard (Investment Paths) Enrollment Experience Type will make the following Investment Paths available to be selected for the Plan:

•   Default Investment
•   Manage It For Me  
•   Choose Myself
•   Help Me Choose

2. Choosing the Managed Accounts Recommendations Enrollment Experience Type will make the following Investment Paths available to be selected for the Plan:

• Manage It For Me
• Choose Myself

For more information on Enrollment Setup see Setup Enrollment

For more information on Investment Paths see Setup Investment Paths

For more information on Plan Settings see Setup Plan Settings