Webinar **Webinars are only available to GLUG groupmembers.**
Tuesday, December 11, 2018
10:00 AM to 12:00 PM CT
Dual Eligibility
Presenter: Mark Reasoner Session Description:
Satisfying a plan’s eligibility requirements is the most important thing an employee must do to start benefitting under a plan. But it may not be a one-time thing as plans could have different requirements for different parts of the plan. It’s called “Dual Eligibility” or “Source Eligibility” and this session will demonstrate how to set up these different eligibility requirements in Relius Administration, how they are applied when we process eligibility and how they can impact our compliance tests and other results.
Eligibility, Contributions & Allocation Formulas
Presenter: Mark Reasoner Session 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.
Wednesday, December 12, 2018
10:00 AM to 12:00 PM CT
Partnership & Sole Proprietorships - Ideal Salary Calculations
Presenter: Mark
Reasoner SessionDescription: 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.
Thursday, December 13, 2018
10:00 AM to 12:00 PM CT
System & Plan Utilities
Presenter: Mark Reasoner SessionDescription:Most of what we do in Relius Administration has to do with our plans, participants and such. But there are also some very important functions that need our attention because they apply to the system itself. Some, like profiles and passwords, have to do with security and access. Others, like file locations and table maintenance, deal with general maintenance and upkeep. Still others like audit settings, display options and other defaults can make our day-to-day work more efficient
DB Viewer Presenter: Mark
Reasoner Session 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.
**Webinars are only available to GLUG group members.**
***GROUP PARTICIPATION / INTERACTION IS ENCOURAGED FOR ALL SESSIONS****
ABOUT
THIS GROUP
GLUG
has a very diverse group of member firms and people who attend the meetings
(new, intermediate, and advanced users). The interaction between group
members before, during and after the meetings can be as valuable as the Relius
presentations. The group size lends itself very well to a casual atmosphere
where attendees feel free to share their questions, issues, and comments
throughout the day.
oGroup
has been in existence since 1990.
oHas
approximately 25 member firms (including TPA's, bank trust companies, CPA
firms, investment advisory actuarial firms,...) Types of plans / services
include Daily Val, Balance Forward, Institutional Partner links (wrapped products),
Defined Benefit, Crystal Reports, Relius Documents, Relius Govt Forms,
Participant and Sponsor Web, …
oMeeting
size ranges from 25 - 40 attendees per event.
oMeeting
place is Palmer House, downtown Chicago.
oOne
live meeting presented in person by Relius Support personnel (late April or
early May) and two webinar training sessions (Sept and Dec.) per year.
Meeting:
Registration
Registration Fee for:
Members..........................$100.00 per Attendee
Non-Members...................$150.00 per Attendee
*Please be sure all registrations fees are paid in advance of the meeting. Notification of cancellation must be made at least 10 days prior to the meeting date to be eligible for a refund of the registration fee.
Registration Fee includes: Morning coffee/bakery, lunch meal and all training sessions and materials.
Hotel Information:
Palmer House
17 E. Monroe St.
Chicago, IL 60603 312-726-7500
Overnight Reservations: Contact the Palmer House directly at (877) 865-5321. A block of rooms has been reserved (cut-off date is ##/##/## for room reservations).
Send Registration and/or Checks to:
Waukesha State Bank
Prairie Financial Group
c/o Annette Klare
P.O. Box 648
Waukesha, WI 53187
Or Fax / E-Mail to:
Waukesha State Bank
Prairie Financial Group
c/o Annette Klare
Fax: 262-244-0094
E-Mail: aklare@waukeshabank.com
Make Checks payable to: GREAT LAKES USERS GROUP
If you have any questions, please contact Bill Cardiff of Emjay Retirement Plan Services at 414-906-2941.
Registration:
N/A
Membership Information
The objective of the Great Lakes Users Group is to help provide our members with the most up-to-date information concerning the Relius administration system and other products / services offered by FIS. The group is able to provide members with advance previews of forthcoming FIS software releases, a low cost training option for your employees and a direct voice to FIS for input on future software enhancements and other concerns that are impacting your business. The annual dues are $95 per organization. The dues are to help provide a minimal cash reserve for various group purposes, primarily to help cover any meeting cost overruns and most importantly to help pay for any expenses associated with guest speakers at the meetings. We try to have FIS personnel at all meetings we hold because of the value they bring to the table.
Meeting costs for non-training sessions are $100 per attendee of member firms ($150 for non-member firms). Meeting costs for training sessions will be determined based on the number of days and topics involved.)
Advantages of being a group member include:
Advance registration for group meetings and training sessions
Discounted meeting registration fees
Custom Relius / GLUG webinar; available to members only
Minutes / meeting notes from group meetings
Networking access to other group members and FIS staff who attend the meetings
Over the years there have been many group members who call one another to discuss common problems and issues relating to the use of Relius. Members are generally very comfortable with helping one another.
If you are interested in joining the Great Lakes User Group, please call Bill Cardiff at 414-906-2941.
Officers
*Group Contact
Bill Cardiff, Chairperson Great-West / EMPOWER
P.O. Box 170910
Milwaukee, WI 53217
414-906-2941 414-961-1649 (Fax)
bill.cardiff@retirementpartner.com
* Annette Klare, Treasurer Waukesha State Bank / Prairie Financial