Midwest
Post Meeting Information
  Available
Next Meeting
Date: 10/18-20/2017
Location: Crown Plaza at Historic Union Station, Downtown
City & State: Indianapolis, IN
Agenda:


                                             Midwest Relius Users Group Meeting Agenda

October 18 - 20, 2017 

 

                                                Wednesday, October 18, 2017
7:00 pm - ???                     Dinner - Location to be determined (Cost included in meeting fee)
                                          Meet in the hotel lobby at 6:45PM. Socialize with other members and have a great time.


 

                                                 Thursday, October 19, 2017
8:00 - 8:30                         Continental Breakfast

Morning Sessions

8:30 - 8:45                        Welcome/Announcements - Elaine Leach
8:45 - 10:00                      Washington Updates - David Schultz

10:00 - 10:15                    Break                                     

10:15 - 10:45                    Washington Updates cont. - David Schultz
10:45 - 11:45                    Ins-and-Outs of Plan Amendments - David Schultz

11:45 - 1:00                      Lunch     

Afternoon Sessions

1:00 - 2:00                        Plan Specifications Setup - Proper setup of Plan Specifications is critical to making sure your 
                                         plan runs correctly. This session will review some of the most important fields in Plan 
                                         Specifications and includes a great handout to take back to your office with you for future 
                                         use.                                  
                                          Relius Efficiencies - We generate the results of our work in Relius by using reports. But 
                                         which one? And what’s the best way? Relius Administration has over 200 different reports and 
                                         many ways to produce them.

2:00 - 2:15                        Break

2:15 - 3:15                       Relius Efficiencies cont. - We generate the results of our work in Relius by using reports. But 
                                         which one? And what’s the best way? Relius Administration has over 200 different reports and 
                                         many ways to produce them.
                                         Census & Census DER's - Proper setup of Plan Specifications is critical to making sure your 
                                         plan runs correctly. This session will review some of the most important fields in Plan 
                                         Specifications and includes a great handout to take back to your office with you for future use.

3:15 - 4:15                        Census & Census DER's cont. - 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.        
                                         70 1/2 Distributions - 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.
                                         All About Auto Enrollment - Regulations might require eligible participants to be automatically 
                                         enrolled in a 401(k) plan until and unless they specifically opt out. Fortunately, Relius Administration 
                                         has several tools available to help manage this process easily and efficiently.

6:45                                   Dinner - Location to be determined (Cost included in meeting fee)
                                          
Meet in the hotel lobby at 6:45PM. Socialize with other members and have a great time.

 

                                                          Friday, October 20, 2017
7:30 - 8:00                        Continental Breakfast


Morning Sessions

 

8:00 - 9:00                       Plan Entry/ Vesting Learn what is required for a takeover plan to calculate prior years of 
                                         service, prior years of service for vesting and when and how to estimate prior entry dates. 
                                         Why import this information when Relius can do all the work for you?

                                          Vesting Calculations & Issues - This session will examine how schedules are 
                                         created and maintained in Relius Administration, how they are used in our plans and what 
                                         happens when eligibility is processed to increment or update participant’s vesting.
                                          Afraid to Reverse Eligibility? - This session will demonstrate when and why you should reverse 
                                         eligibility and the proper way of posting eligibility transactions.
                                          Executive Summary Report - Regulations might require eligible participants to be automatically 
                                         enrolled in a 401(k) plan until and unless they specifically opt out. Fortunately, Relius 
                                         Administration has several tools available to help manage this process easily.

9:00 - 10:00                      Eligibility, Contributions, and Allocation Formulas - Get a detailed look at the Allocations 
                                         Requirements form in Plan Specifications and the relationship between Eligibility, Allocations 
                                         Requirements and Formulas and Census data.

                                          Dual Eligibility - 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.
                                         General Non-Discrimination Testing -  This session will examine each of these tests and 
                                         reports, along with what each one shows, when it applies and what it is being tested. The 
                                         session will also look at various options that can be applied to the whole process, along with what
                                         happens if the general test fails

10:00 - 10:15                    Break      

10:15 - 11:15                   Allocated Links - From setup to import, learn how the allocated link program works within Relius 
                                         and what vendor options are available.  
                                         Working with Divisions - 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 - 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.
11:15 - 12:15                   Transaction Processing Tools - 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.
                                         Partnership and Sole Prop Calculations - 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.

12:15 - 1:30                      Lunch

Afternoon Sessions

1:30 - 2:30                       Loans 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. The different reporting 
                                         options will also be reviewed. 
                                         Reporting Efficiencies - We generate the results of our work in Relius by using reports. But which 
                                         one? And what’s the best way? Relius Administration has over 200 different reports and many ways to 
                                         produce them.
2:30 - 3:30                       Reporting Efficiencies cont. - We generate the results of our work in Relius by using reports. But 
                                         which one? And what’s the best way? Relius Administration has over 200 different reports and many 
                                         ways to produce them.
                                         ADP/ACP Testing - During this session, we will review the ADP/ACP testing as well as the available 
                                         correction methods. In addition, we will review prior year vs. current year testing and other testing 
                                         options. During this session, we will review the ADP/ACP testing as well as the available correction 
                                         methods. In addition, we will review prior year vs. current year testing and other testing options. 
                                                       

NEXT MEETING DATE: 
2018

Meeting:

 

Midwest Relius Users Group Regional Training & Meeting Registration Form

Indianapolis – April 20 & 21, 2017

Registration Fee for

Members:

$80.00 Per Attendee

Non-Members

$100 Per Attendee

 

 

Includes:
Thursday & Friday Training Sessions

Wednesday & Thursday Evening Dinner and Soft Drinks, Beer & Wine

Continental Breakfast Thursday & Friday

Lunch Thursday & Friday
Where: The Crown Plaza, Downtown Indianapolis. Call (317) 631-2221 or (800) 227-6963 for room reservations and tell them you're with the Midwest Relius Group to receive a discounted rate.


Attendees get a group rate of $149 Single or Double.

Hotel reservations must be made by March 22, 2017
Be sure to say "Midwest FIS Relius Group"

You must make your own reservations, so book early

Registration: N/A
Membership Information
  Meeting costs for May meetings are approximately $80 per individual member attendee and $100 per individual non-member attendee. This includes buffet dinner and reception the night before the meeting, continental breakfast and lunch on the day of the meeting.

Meeting cost per individual attendee for the two-day regional training in October is approximately $275.00 and $325.00 for individual non-members. This includes all meals and reception.

All meetings are held at the Crowne Plaza Holiday Inn in downtown Indianapolis. Call 317-631-2221 or 800-227-6963 for reservations. Be sure to mention the Midwest SunGard Relius Group.

If you are interested in joining the Midwest User Group, please email one of the board members.
Officers *Group Contact
Jennifer Bufe
Creative Benefit Strategies
10155 Broadview Road, Suite 6
Broadview Heights, OH 44147
440-717-1600
jbufe@creben.com
Steve Persons, Treasurer
Creative Benefit Strategies
10155 Broadview Road, Suite 6
Broadview Heights, OH 44147
440-717-1600
440-717-1610 (Fax)
spersons@creben.com
Elaine Leach, Meetings
Pentegra Retirement Services
6830 Commerce Court Dr
Blacklick, OH 43004
614-501-7790
614-486-4819 (Fax)
elaine.leach@pentegra.com
Debbie Sullenbarger, Continuing Education
Ascensus Consulting
1102 Chestnut Hills Pkwy, Ste 100
Fort Wayne, IN 46814
260-969-2653
debbie.sullenbarger@ascensus.com
* Leah Luy, Meeting Agenda
Nationwide Financial Services, Inc
10 W Nationwide Blvd
Columbus, OH 43215
614-435-5163
mailto:leah.luy@nationwide.com