Central Western States
Post Meeting Information
  Available
Next Meeting
Date: 4/26/2018
Location: Nicollet Inn
City & State: Burnsville, MN
Agenda:

                              Central Western States (CWSUG)

                                                               April 26, 2018

                                                      Nicolette Inn, Burnsville, MN

Registration

7:30 AM to 8:00 AM

Continental Breakfast and Registration

Morning & Afternoon Sessions

 


What’s Coming in Future Releases

 

Presenter: Mary 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 horizon.

DB Viewer
Presenter: Mary Brown
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.
 

 

Participant Account 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.
     
 

 

Takeover Plans

 

Presenter: Mary 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 assets.

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

 

Presenter: Mary 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 time permits)

 

 

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 (jerri.olson@fbdmn.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 8, 2018

 

ABOUT THIS GROUP:  

Relius 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, users can:

  • Learn about new and future software enhancements
  • Learn how to efficiently operate Relius Administration System
  • Immediately put into practice what they learn
  • Have direct access with an FIS/Relius employee/trainer
  • Network with other users to discover new ways of working with Relius
  • Provide input regarding enhancements to the system

Our meetings are typically held in April and October or November in Burnsville, Minnesota.

Meeting:

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.

Registration: Available
Membership Information
  If you have any questions, please contact Jerri Olson at 952-896-2078 or by email jerri.olson@fbdmn.com
Officers *Group Contact
Jerri J. Olson, Chairperson
Fringe Benefits Design of MN, Inc.
7760 France Ave S, Ste 950
Bloomington, MN 55435
952-896-2078
952-345-6978 (Fax)
jerri.olson@fbdmn.com
* Sheila Butler, Treasurer
Educators Benefit Consultants
12301 Whitewater Dr., Suite 145
Minnetonka, , MN, 55343
952-452-9063
sheilab@efsadvisors.com
Connie Schnabel, Meeting Coordinator
Lurie, LLP
2501 Wayzata Blvd
Minneapolis, MN 55405
612-381-8783
612-746-6283 (Fax)
cschnabel@luriellp.com