Great Lakes
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Next Meeting
Date: 5/10/2018
Location: Palmer House
City & State: Chicago, IL
Agenda:

                                       Great Lakes User Group (GLUG)

                                                                May 10, 2018

                                                    Palmer House Hotel, Chicago, IL

Registration

8:00 AM to 8:30 AM

Registration

 Morning Sessions

8:30 AM to 11:30 AM

Open Forum – Questions, Issues & Problems

 

11:30 AM to 12:00 PM

Presenter: Mark Reasoner, FIS

Session Description: An opportunity for you to bring real life questions, issues and problems for discussion with the Relius Support staff on hand. Come to the meeting and walk away with an actual solution that can be immediately implemented. 

 

What’s New in Coming Releases

Presenter: Mark Reasoner, FIS

Session 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.

 

 

12:00 PM to 1:00 PM

Lunch

Afternoon Sessions

1:00 PM to 2:00 PM

Top 10 Support Issues

2:00 PM to 3:00 PM

Presenter: Mark Reasoner, FIS

Session 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.

Transaction Processing Tools

Presenter: Mark Reasoner, FIS

Session Description: Part consultative, part tips and tricks! Learn a new approach to transaction processing options and the wealth of information available at your fingertips. We also have information you should incorporate into your internal procedures to protect the data.

3:00 PM to 4:00 PM

Web Security & Multi-Factor Authentication (MFA)

 

Presenter: Bhanu Kotagiri

Session Description: Relius' Commitment to Keeping You and Your Clients Secure. Firms have a growing need for control and security. Learn how FIS manages security in its hosting environment, builds security into its applications, ensures the application is available when you need it and manages the audits needed to ensure our compliance - so you can ensure your compliance. We’ll discuss topics such as encryption, application security and Multi-Factor Authentication (MFA) and how FIS is incorporating into our solutions.


***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 4/8/2018 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