Welcome Reception & Early Registration sponsored by Platinum Sponsor
Monday, November 12, 2018
Las Vegas Room 5-6
7:15 am to 8:00 am
Registration & Breakfast Buffet
8:00 am to 8:15 am
8:15 am to 8:45 am
8:45 am to 9:35 am
session will provide an overview of legislation and regulatory guidance
affecting retirement plans. In addition, we will cover legislative
initiatives (such as tax reform and pension reform) and items on the
regulatory agenda of the IRS and DOL.
9:35 am to 9:50 am
9:50 am to 10:35 am
Platinum Sponsor 1 – Millennium Trust
10:45 am to 11:45 am
Road Map/What’s New
session will provide a state-of-the-union update focused on our Relius suite
of solutions. Learn about new software functionality, preview projects in
flight, and discuss future enhancements to the Relius systems.
11:45 am to 12:45 pm
Buffet – Sponsored by TD Ameritrade
12:45 pm to 1:30 pm
1:40 pm to 2:10 pm
Presenter: Phu Lee
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.
2:20 pm to 3:05 pm
Integrations (Peer Roundtable)
3:05 pm to 3:20 pm
3:20 pm to 4:05 pm
XML Creation & Processing
Williams Description: :How do you
create XML’s and use them for day to day transactions, i.e. distributions and
fees. Let’s review and share experiences/case studies.
4:15 pm to 4:45 pm
Description:We can spend a lot of time doing
things every day that could be done automatically. Straight Through
Processing (STP) can automate things like importing files, processing
transactions, generating trades and running reports. We can’t cover it all in
one session, but this session will introduce how STP can help.
might require eligible participants to be automatically enrolled in a 401(k)
plan until and unless they specifically opt out. The plan could also require
this automatic enrollment to be at a specified contribution rate which could
go up over time. Even though participants might usually set their own
contribution rates or amounts, this might still be something the recordkeeper
needs to deal with. Fortunately, Relius Administration has several tools
available to help manage this process easily and efficiently.
2:25 pm to 3:10 pm
Admin User Experience Improvements/Requests
3:10 pm to 3:25 pm
3:25 pm to 4:05 pm
Reports – Basic
to navigate in Crystal Report Designer and make minor changes to your
4:15 pm to 4:45 pm
Reports – Intermediate
advanced training session in groups with a Senior Crystal Reports Technician
runs in conjunction with the topics being presented (additional meeting room
required). See what Crystal Reports can do for you
overview of the new Relius Communications Bundle designed to deliver
high-quality retirement plan communications, including participant
statements, plan sponsor statements, enrollment kits, fund fact sheets and
ABOUT THIS GROUP:
Our goal is to promote operational best
practices, host software training, and facilitate decision-maker level
discussion around current and future user priorities of the software platform.
Membership and participation in our meetings is open to all Relius
Administration licensees who have interest in:
·daily processing and daily valuation
·web experience for plan sponsors,
participants, and advisors
·relationships with industry and custodial
Registration to open June 4, 2018.
To register online, or more information, please visit the RANDUG Web site.
Hotel accommodations for the 2018 RANDUG Annual Meeting are also available at the RANDUG Web site.
If you are interested in joining the National Daily User Group, please click here for the enrollment form. Or visit the RANDUG Web site for more information.
If you are currently a member, please join our LinkedIn group if you haven't already. Please email Karla Leckliter at Leckliter, Karla J Karla.Leckliter@NestEggU.com for an invitation.
Lynda Mieseler, Treasurer Fringe Benefits Design of MN, Inc.
7760 France Ave S, Ste 950
Bloomington, MN 55435
Benjamin Healy, Board Member Sentinel Benefits & Financial Group