Setup LDI Managed Account Funds
Setting up the LDIndex Funds for the Plan in Relius:
1. Enter the Plan specific MATC CUSIPS for each of the LDIndex portfolios into the Investment Table in Relius.
Ensure the Investment Names are entered exactly as displayed below and enter the fact sheet URL values to the "Link to prospectus through a URL" field on the Web/VRU tab of the investment table:
| Investment Name | “Link to prospectus URL” value |
| LDIndex3 Targeted Return Portfolio | https://www.ldintelligence.com/wp-content/uploads/2019/12/20190930-LDi3-Mid-Atlantic-Factsheet.pdf |
| LDIndex4 Targeted Return Portfolio | https://www.ldintelligence.com/wp-content/uploads/2019/12/20190930-LDi4-Mid-Atlantic-Factsheet.pdf |
| LDIndex5 Targeted Return Portfolio | https://www.ldintelligence.com/wp-content/uploads/2019/12/20190930-LDi5-Mid-Atlantic-Factsheet.pdf |
| LDIndex7 Targeted Return Portfolio | https://www.ldintelligence.com/wp-content/uploads/2019/12/20190930-LDi7-Mid-Atlantic-Factsheet.pdf |
| LDIndex9 Targeted Return Portfolio | https://www.ldintelligence.com/wp-content/uploads/2019/12/20190930-LDi9-Mid-Atlantic-Factsheet.pdf |
2. Setup each of the LDIndex funds from step 1 as web enabled funds for the Plan.
3. Ensure that the “Calc PS Web Balance” function is setup to run as part of a daily task to ensure that total balance amounts can be pulled for the plan whenever synced to iJoin.
4. Ensure that the Eligibility transaction has been run for all Participants in the Plan.
5. Enable Census Audit for the Plan - this will ensure new enrollees enrollment status is properly set when they enroll through iJoin.
6. Save Plan changes.
7. Process a Plan Sync in iJoin.
- For more information on processing a Plan Sync see Process Plan and Participant Syncs
- For more information on setting up Investment Paths see Setup Investment Paths
- For more information on setting up Enrollment see Setup Enrollment