Brown Description: During this session, see what’s scheduled to be released for upcoming
versions for both Defined Contribution and 125/Cafeteria. Maybe an
enhancement request you entered previously is on the
DB Viewer Presenter: MaryBrown Description: Ever
wonder how you could get data out of the system that wasn’t available via a
report or export? Maybe you don’t need a report and DB Viewer is the answer.
We will demonstrate how to query the database for information you might need
as well as some simple updates to turn items on and off in Relius.
Import/Export Presenter: Mary
Brown Description: The Participant Account Import/Export
option allows users to export selected account data within a specified date
range for a single account, single transaction or multiple transactions and
accounts and can be detailed or summarized. Learn how to best export the data
during this session.
Brown Description:Learn how to properly setup new takeover plans from setting up the
plan, takeover loans, eligibility, and the options for posting the takeover
Plan Entry/Vesting Presenter: Mary Brown Description:Plan entry requirements are not only important with
a new plan, but for takeover plans as well. Learn what is required for a
takeover plan to calculate prior years of service, prior years of service for
vesting and when and how to estimate prior entry dates. Why import this
information when Relius can do all the work for you?
Compute 1099s and 5500s
Brown Description: Want to know how data is compiled when extracting the data from Relius
for import into Government Forms? This session will detail not only what the requirements
are but some common issues that users encounter.
Top 10 Support
Issues Presenter: Mary
Brown Description: What are the Top 10 Support Issues? See what the most common or most
timely support issues are that users are calling into Relius Administration
Support. We will not only tell you what these issues are, but provide you
with the best resolution for them.
Allocated Links Presenter: Mary
Brown Description: From setup to import, learn how the allocated link program works
within Relius and what vendor options are available.
Straight Through Processing
(STP) Presenter: Mary
Brown Description: We can spend a lot of time doing things every day that could be done
automatically. Straight Through Processing (STP) can automate things like
importing files, processing transactions, generating trades and running
reports. We can’t cover it all in one session, but this session will
introduce how STP can help.
Open Discussion (if
The user group meeting is a great time to address issues or
challenges that you've run into while working in Relius. If you have something
specific, please submit your question or situation in advance to Jerri Olson
(email@example.com) so that the Relius trainer can be prepared to help you.
We will address these as a group at some point during the day.
NEXT MEETING DATE: November
Central Western States User Group (CWSUG) provides training and up-to-date
information on the Relius Administration System.By attending our spring and fall meetings,
about new and future software enhancements
how to efficiently operate Relius Administration System
put into practice what they learn
direct access with an FIS/Relius employee/trainer
with other users to discover new ways of working with Relius
input regarding enhancements to the system
Our meetings are typically held
in April and October or November in Burnsville, Minnesota.
Cost of the meeting ins $100 per person. A continental breakfast and lunch are included in the cost of the meeting.
The meeting will be held at the Nicollett Inn (formerly Best Western), 14201 Nicollet Ave, Burnsville, MN 55337. The hotel is offering a rate of $109 until April 12,2018, for the group. Please call the hotel directly for reservations - 952-435-2100 or toll free 888-463-7200. You must mention that you are with the Central Western States User Group to get the discounted rate.