Daily
Post Meeting Information
  Available
Next Meeting
Date: 11/12-14/2017
Location: Bally's
City & State: Las Vegas, NV
Agenda:

                                              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 am
 Break                                      
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
                                       
Afternoon Sessions
12:45 pm - 1:30 pm                     Peer Roundtable - Online                               GSM - Gold Sponsor 1
                                                    
Enrollment/Loans/ Distributions/
                                                    Contributions Changes - Audit Requests
                                                    
Karla, Heather, Bonnie, and Linda, RANDUG         
1:40 pm - 2:10 pm                       YEDC - Warren Jennings, FIS Relius                  PenChecks - Silver Sponsor 1
2:20 pm – 3:05 pm                      Peer Roundtable - YEDC                                 vWise - Gold Sponsor 2
                                                    
Faith, Heather, and Ben, RANDUG
                                                  Collecting Good Information From Plan 
                                                  Sponsors - Warren Jennings, FIS Relius                                                                         
3:05 pm – 3:20 pm   Break                  

3:20 pm – 4:05 pm                      RCP Solutions - Retirement Plan                    Participant Communications
                                                  Participant Risks - Gold Sponsor 3                   David Schultz, FIS Relius
4:15 pm – 4:45 pm                      PensionPro - Silver Sponsor 2                           Peer Roundtable - Web Security & MFA
                                                                                                                          Bhanu Kotagiri, FIS Relius  
                                                                                                                          Karla, Bonnie and Matt, RANDUG Board 
Receptions sponsored by Platinum Sponsor Fidelity    
5:30 pm – 6:30 pm                                     
                                    

 

Tuesday, November 14th
 

Morning Sessions   
                                                               Room 1                                            Room 2
7:45 am - 8:30 am                        Breakfast Buffet    

8:30 am - 9:15 am                       Millennium Trust - Gold Sponsor 4                   RANDUG Session - SFTP Payroll Processing
                                                                                                                         Bonnie & Karla, RANDUG 
9:25 am - 10:35 am                     Relius Web Session/Panel Discussion           
                                                    
Phu Le, FIS Relius
10:35 am - 10:50 am  Break                  
10:50 am - 11:35 am                   Schwab - Platinum Sponsor                                    
11:45 am - 12:15 pm                   Peer Roundtable - Plan Health Analysis         DST - Silver Sponsor   
                                                  David Schultz & Warren Jennings, FIS Relius                                               
12:15 pm - 1:15 pm  Lunch Buffet                    

Afternoon Sessions                                                             
1:15 pm - 2:15 pm                       Support Update/Best Practices                      STP & Efficiency Best Practices
                                                   Will Hicks, FIS Relius                                         Colleen Williams, FIS Relius
2:25 pm - 3:10 pm                       Advanced Crystal Reporting                            Broadridge - Silver Sponsor 4
                                                   (Best Practices/Top Issues)
                                                   Millie Ferrare, FIS Relius 
3:10 pm - 3:25 pm  Break                           
3:25 pm – 4:05 pm                       Advanced Crystal Reporting                            Peer Roundtable - Web Messaging
                                                   (Database linking, Sub Reports,                          Karla & Bonnie, RANDUG
                                                   Historical Tables) - Millie Ferarre,
                                                   FIS, Relius                                
4:15 pm – 4:45pm                        DB Viewer/Query Reports                               Relius & Reliance Trust Integration
                                                   Mary Brown, FIS Relius                                       Wesley Tucker, FIS Relius
4:45 pm – 5:00 pm      Closing Remarks - Karla Leckliter, RANDUG               

*Suggested networking locations for Tuesday evening will be announced.*

 
Session Descriptions

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.

Relius Roadmap

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

Meeting: 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.
Registration: N/A
Membership Information
 

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 bill.presson@wakm.com for an invitation.

Officers *Group Contact
Lynda Mieseler, Treasurer
Fringe Benefits Design of MN, Inc.
7760 France Ave S, Ste 950
Bloomington, MN 55435
952-896-2025
lynda.mieseler@fbdmn.com
Benjamin Healy, Board Member
Sentinel Benefits & Financial Group
100 Quannapowitt Pkwy
Wakefield, MA 01880
781- 914-1264
781-213-7364 (Fax)
Benjamin.Healy@sentinelgroup.com
Bonnie Harris, Secretary
Unified Trust Company, N.A.
2353 Alexandria Dr., Ste 100
Lexington, KY 40504
877-411-8781
859-296-0880 (Fax)
Bonnie.Harris@unifiedtrust.com
* Karla Leckliter, President
INTRUST Bank, N.A.
105 N Main St
Wichita, KS 67202
318-383-1062
Karla.Leckliter@INTRUSTBANK.com
Fain Dye, Lead Web/Social Media Administrator
Retirement Strategies, Inc
229 Fury's Ferry Road, Ste 131
Augusta, GA 30907
706-868-1538
706-868-7343 (Fax)
fdye@rsi401k.com
Heather Smith, Lead Facilities/Event Coordinator
Allen, Gibbs & Houlik, L.C.
301 N. Main, Suite 1700
Wichita, KS 67202
316-291-4145
316-291-4108 (Fax)
Heather.Smith@aghlc.com