2024.2 April - June Release Notes
Release Highlights - April through June 2024
iJoin has been updated with the following changes:
- LeafHouse/DFA Managed Account with Income Solution: This is a new entry into the iJoin Managed Account Marketplace that provides participants with a "hands-off" investment solution that comes with a guaranteed monthly income component. Throughout the accumulation phase, the participant will have an optimized allocation into an investment that offers a guaranteed lifetime income benefit in retirement as part of their personalized strategy. (Released 4/3/24)
- Enhanced ACT Email Campaign Features: Our ACT email campaign feature has been updated with user requested enhancements that include a redesign of the campaign listing grid, a more streamlined approach to tracking the statistics of campaigns on the plan level, efficient campaign cloning options and compliance-related user restrictions that allow you to control who can edit campaign content. (Released 4/3/24)
- Penchecks IRA Account Opening UX: We have partnered with Penchecks to offer an account opening user experience that supports a personalized managed investment strategy within an IRA. This is the first of a multi-interatiion approach to providing an IRA solution that will also include prospecting ideal rollover candidates from within the iJoin ACT portal as part of a future release. (Released 4/3/24)
- Dynamic QDIA: Highly requested by the advisor community the Dynamic QDIA feature allows you to preserve the existing Target Date Fund (TDF) as the QDIA while introducing managed accounts to the plan. This feature will automatically move a participant from the Target Date QDIA into a personalized managed account at a predetermined age that you define at the plan level. Our Dynamic QDIA feature will work with any TDF that you have in place today and any of our managed account solutions that iJoin partners with. (Released 5/28/24)
For more information, please contact iJoin Sales at ijoinsales@ijoinsuccess.com.