Great Lakes
Post Meeting Information
  Available
Next Meeting
Date: 5/13-15/2019
Location: Webinar
City & State: Webinar
Agenda:

                                       Great Lakes User Group (GLUG)

                                                              May 13-15, 2019
                                                                    Webinar 
                                                           **Webinars are only available to GLUG group members.**

  Monday, May 13, 2019

10:00 AM to 12:00 PM CT





Takeover Plans
Presenter
: Mark Reasoner
Session 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.                     

  Tuesday, May 14, 2019

10:00 AM to 12:00 PM CT


Distributions

 

Presenter: Mark Reasoner
Session Description:

They happen because of Terminations, Hardships, Retirements, and many other reasons. Basically, a participant has the right to take their money out of the plan, provided certain requirements are met. Distributions might not be a welcomed part of plan administration, but they are a necessary one. Relius makes it easy, though, as once the options are set up and the requirements set, processing can be quick and efficient. Relius can even do just about everything involved from one place: from the status update, to forfeiting the non-vested balance, to calculating withholding for Form 1099, to the needed paperwork. All this even works if the distribution is for some reason other than termination.

 

  Wednesday, May 15, 2019

10:00 AM to 12:00 PM CT


Paperless online distributions and loans

 

Presenter: Mark Reasoner
Session Description:
Explore the possibilities and setup for online paperless distributions and loans.  Save a tree!

 


           

**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   One live meeting presented in person by Relius Support personnel (August) and two webinar training sessions (May 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: TBD

Overnight 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