Join us for a day of legal and technical training paired with
Relius System Training. David Schultz from FIS will be joining us to provide
the legal training and Mark Reasoner from FIS will be providing the system
Topics to include:
Compensation (definitions and all the legalities)
Roundtable Discussion - Please submit topics for discussion. We would like to compile a list of case scenarios you've run into and would like to further discuss or be educated on.
The New England Relius User Group is
comprised of members from the New England states as well as New York and New
Jersey. We welcome members from any part of the country. We do not charge a
membership fee, and the registration fees for our meetings are kept as low as
possible, we charge only what is needed to cover the cost of the meeting.
We typically hold two meetings per year,
in the spring and fall. Our meetings are held in Springfield, Massachusetts but
we are open to hold a meeting in a different location if there is enough
interest. Our agendas are based on what the attendees would like to have
covered. We request that attendees provide us with a list of topics they would
like to see on the agenda and then we work with FIS to accommodate the topics with
one of their excellent trainers.
The cost for the meeting will be $100.00 for the first attendee per firm, $85.00 for each additional attendee thereafter. (Breakfast and Lunch included).
Nancy Allen must receive your registration for this meeting by November 2, 2018. Mail completed registration and check today! Make all checks payable to the New England Relius User Group. Mail to: Nancy Allen; T.R Paul, Inc.; 14 Commerce Road; P.O. Box 5508; Newtown, CT 06470
Kathy Carillo, Co-Chairperson T.R. Paul, Inc.
PO Box 5508
Newtown, CT 06470
203-426-8161 x219 203-270-0927 (Fax)
Cheryl Holben, Co-Chairperson Qualified Plan Consultants, Inc.