Relius Administration National Daily
User Group (RANDUG) Agenda November 12-14, 2017
Sunday, November 12th 5:00 pm - 7:00 pm Welcome Reception & Early Registration Monday, November 13th
Morning Sessions Room 1 Room 2
7:15 am - 8:00 am Registration and Breakfast Buffet
8:00 am - 8:15 am Open Remarks - Karla Leckliter, RANDUG
8:15 am - 8:45 am FIS Relius Update - Scott Parry, FIS Relius 8:45 am - 9:35 am Legislative Update David Schultz, FIS Relius
9:35 am - 9:50 amBreak
9:50 am - 10:35 am Fidelity - Platinum Sponsor
10:45 am - 11:45 am Relius Roadmap
Warren Jennings, FIS Relius 11:45 am - 12:45 pm Lunch Buffet - Sponsored by TD Ameritrade
*Suggested networking locations for Tuesday evening will be announced.*
General Sessions Legislative Update
This 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.
RANDUG Sessions Online Enrollment/Loans/Distributions/Contributions (Peer Roundtable)
In depth discussion about on-line processing. Best practices and advice from your peers on processing transactions on-line and satisfying audit requests on these transactions.
SFTP Payroll Processing
Many clients want to transfer payroll files via unattended processes. Board members share procedures and best practices for automated payroll processing for files transmitted using secure file transfer.
Web Messaging (Peer Roundtable)
Get started using Relius Web Messaging. This session offers examples and tips for great participant messages. Please be prepared to share any you use!
Relius Sessions Advanced Crystal Reporting (Best Practices/Top Issues) Crystal Tips and Best Practices – Review tips that make your experience inside Crystal more efficient. Learn how to create a Crystal Sub Report and incorporate it into the body of the main report.
Advanced Crystal Reporting (Database linking, Sub Reports, Historical Tables)
Review of advanced Crystal features such as database linking, different ways of totaling fields, using global or shared fields.
DB Viewer/Query Reports How do I get a list of… Name the field and we can help you get the data out of Relius? This session will give you the framework you can use to get the data you need out of the system using DB Viewer. We will give you some tips on where to get the fields and how to make the database work for you.
Plan Health Analysis (Peer Roundtable)
How are you measuring plan health?
Relius and Reliance Trust Integration Relius and Reliance Trust are joining forces and integrating our products to provide a cohesive end-to-end solution for our clients. We will review what integrations are planned and what is in the pipe for 2018. It’s time to integrate, grow and develop a solution that you will not want to pass up.
Relius Participant Communications
An 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 fee disclosures.
This 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.
STP & Efficiency Best Practices 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.
Support Update/ Best Practices Get an update on Relius Supports 2018 Initiatives as well as a review of past enhancements and feedback. Learn the best ways to navigate relius.net, submit an incident, check the status of a request, and other find helpful information such as FAQs, and Pending Issues.
Web Security & Multi-Factor Authentication (MFA) (Peer Roundtable) 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.
Web Session/Panel Discussion Description coming soon.
YEDC (Year End Data Collection) A new web-based feature for Relius, using Relius Exchange, allowing for the gathering of information from Plan Sponsors for reconciling data at the end of the plan year for compliance and forms preparation. YEDC includes validating/updating contact information, other business information and census, along with detailed questionnaires to obtain information for annual compliance testing, contribution allocations and completion of 5500 forms. Historically, this is has been a very manual and cumbersome process using spreadsheets and back-and-forth email communications.
YEDC (Peer Roundtable)
Members share their challenges and tips for success collecting good information from Plan Sponsors.
Sponsor Sessions RCP Solutions
Retirement Plan Participant Risks - What are the issues, how are they addressed and what is the current regulatory climate on these risks?
NEXT MEETING DATE:
November 11-14, 2018
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
· system automation
· relationships with industry trading and custodial partners
Registration to open June 1, 2016.
To register online, or more information, please visit the RANDUG Web site.
Hotel accommodations for the 2016 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 Bill Presson at email@example.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