Great Lakes
Post Meeting Information
  Available
Next Meeting
Date: 12/11-13/2018
Location: Webinar
City & State: Webinar
Agenda:

                                       Great Lakes User Group (GLUG)

                                                  December 11 - December 13, 2018

                                                                    Webinar 
                                                           **Webinars are only available to GLUG group members.**

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
Session 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.

          

 

 

                     

 

Thursday, December 13, 2018

10:00 AM to 12:00 PM CT


System & Plan Utilities

Presenter: Mark Reasoner
Session Description: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.

o   Group has been in existence since 1990.

o   Has 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, …

o   Meeting size ranges from 25 - 40 attendees per event.

o   Meeting place is Palmer House, downtown Chicago.

o   One 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
P.O. Box 648
Waukesha, WI 53187
262-522-7400
262-244-0094 (Fax)
aklare@waukeshabank.com