Setup Plan in Relius

1. Requirements for setting up plans in iJoin: 

• The Plan type is 401(k), 403(b) or 457 only
• The Plan has a valid year begin and year end date
• The Fund Lineup has been established with any default fund(s) identified 
• The Investment allocations are set to apply to all sources
• Investment transfers are set to apply to all sources
• The Plan has at least one pre-tax deferral source that accepts new contributions
• When Roth, the Plan has at least one pre-tax and post-tax Roth source accepts new contributions
• The Target Date Funds / QDIA, (optional per Plan) have begin and end dates / ages
• Verify that the Investments are participant web enabled, VRU / Web Setup / Single Plan Setup / VRU / Web Setup / Investments > click Use for each investment

2. VRU / Web Setup / Single Plan Setup / VRU / Web Setup / Plan Options >  Enable Participant Web

3. VRU / Web Setup / Single Plan Set up / Web Setup / Advice Education > Enable iJoin Enrollment Integration

4. Save the Plan changes in Relius.

5. The next step is to initiate a sync of the plan from within the iJoin admin portal. See Add New Plans.