Central Western States
Post Meeting Information
  Available
Next Meeting
Date: 11/8/2018
Location: Nicollet Inn
City & State: Burnsville, MN
Agenda:

                              Central Western States (CWSUG)

                                                               November 8, 2018

                                                      Nicolette Inn, Burnsville, MN

Registration

7:30 AM to 8:00 AM

Continental Breakfast and Registration

Morning & Afternoon Sessions

 


Partnership and Sole Proprietorships - Ideal Salary Calculations

 

Presenter: Mary Brown
Description:
Partnership and Sole Proprietor entities present special challenges for setup, calculating contributions, compliance testing and other issues. Mostly due to the use of Ideal Salaries rather than entered compensation for the partners and proprietors. In this session, we’ll look at these special steps and show how Relius can efficiently perform the needed calculations. The process works for determining contributions, compliance testing and even with the Optimizer.

Eligibility, Contributions, and Allocation Formulas 
Presenter: Mary Brown
Description: Get a detailed look at the Allocations Requirements form in Plan Specifications and the relationship between Eligibility, Allocations Requirements and Formulas and Census data.
 

 

Working with Divisions
Presenter:
Mary Brown
Description: A division can be many things. From a simple location to an additional exclusion to a way of administering controlled groups and ASO’s. In this session, we’ll look at all of these and examine the process of working with divisions from setting them up and assigning the participants to processing transactions and running reports for one, some or all divisions. We’ll also look at how divisions can be used in our compliance testing.
     
 

 

Optimization Logic, Cross Tested Plans, and General Non-Discrimination Testing

 

Presenter: Mary Brown
Description: Are you still doing calculations outside of Relius Administration? With this new utility, you can simply enter a few parameters and Relius will compute the total employer contribution needed to optimize an allocation class, an HCE or a specific person or people at either the 415 limit or a specific dollar amount. During this session, we will review cross-testing and General Non-Discrimination testing. In addition, we will review the various test options.

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.

 

Relius Efficiencies  

 

Presenter: Mary Brown
Description: There are many efficiencies within Relius that could make your day-to-day tasks much easier. Review in this session some not-so-well-known or forgotten about options within Relius, such as new query reports, new reporting options in Report Writer, investment restrictions, email groups, and global options.

Loans
Presenter:
Mary Brown
Description: During this popular session, we will review the proper setup for loans in Plan Specification, Loan Specifications, and Employee Loan setup for new and takeover loans. Also, learn the different processing options for loan payments, how to adjust prior loan payments, as well as deemed distributions versus benefit offset. The session will also cover loan refinancing and re-amortization. Different reporting options will also be reviewed.
                                

           
    
Open Discussion/Group Questions (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:
2019

 

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 $109.99 until October 25, 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