Western PA
Post Meeting Information
  Available
Next Meeting
Date: 12/6/2018
Location: Hilton Garden Inn
City & State: Cranberry Township, PA
Agenda:

                                         Western PA (WPAU)

                                                                  December 6, 2018

                                              Hilton Garden Inn, Cranberry Township, PA

Registration

8:30 AM

Registration and Continental Breakfast

Morning Sessions

9:00 AM to 10:15 AM

Plan Terminations and Short Plan Years

Presenter: Mary Brown 

Description: How do you handle a terminating plan?  What steps should you take in Relius to handle a plan closing down?  If your plan termination is a short plan year, how do you manipulate Relius so that limits and testing are handled correctly?  Theses questions and more will be addressed.

10:15 AM to 10:30 AM

Break


10:30 AM to 11:30 AM


Distributions and Online Distributions

Presenter: Mary Brown

Description: They happen because of Terminations, Hardships, Retirements, and many other reasons. Basically, a participant has the right to take their money out of the plan, provided certain requirements are met. Distributions might not be a welcomed part of plan administration, but they are a necessary one. Relius makes it easy, though, as once the options are set up and the requirements set, processing can be quick and efficient. Relius can even do just about everything involved from one place: from the status update, to forfeiting the non-vested balance, to calculating withholding for Form 1099, to the needed paperwork.  We will also discuss how the online distribution process works and how to automate your distribution process.

11:30 AM to 12:00 PM

QDRO's

Presenter: Mary Brown

Description: Run into problems when processing QDRO calculations and splits?  This session will walk you through how to handle QDROs in the Relius system.

12:00 PM to 1:00 PM

Lunch

 

Afternoon Sessions

1:00 PM to 2:00 PM

Loans, Loan Refinancing Consolidation and Online Loans

Presenter:  Mary Brown

Description: Learn how Relius handles loans, loan payments and loan refinancing.  Learn how to automate your loan process using online loans.

2:00 PM to 2:30 PM

Partnerships and Sole Proprietorship 

Presenter:  Mary Brown

Description: Partnership and Sole Proprietor entities present special challenges for setup, calculating contributions, compliance testing and other issues. Mostly due to the use of Ideal Salaries rather than entered compensation for the partners and proprietors. In this session, we’ll look at these special steps and show how Relius can efficiently perform the needed calculations.

2:30 PM to 2:45 PM

Break


3:30 PM to 4:30 PM


Roundtable

Presenter: Mary Brown

Description: Bring one best practice and one issue or question you have with  Relius.  Then we'll get together in small groups and discuss!

4:30 PM

Adjournment

 

 

Next Meeting Date:

2019

 

ABOUT THIS GROUP

The purpose of the Western Pennsylvania User group is to provide out members with the most current information about Relius Administration and other Relius products.  We offer low cost training for your employees, a chance to make enhancement requests directly to Relius, as well as previews of software releases.

 

 

Meeting:

The fall meeting for the Western Pennsylvania Relius Users Group (WPAU) has been scheduled for Thursday, December 6th at the Hilton Garden Inn in Cranberry Township, PA.

We are very excited to be presenting another round of exciting sessions. We’re also asking that you submit a question when you register so that we can have an interactive Q&A session that addresses your specific concerns. There’s no doubt that everyone can benefit from attendance at this meeting, regardless of qualified retirement plan experience or familiarity with the Relius suite of products.

**Please be sure to bring along your thoughts, ideas, questions and comments. The more interaction we have from all group members, the more beneficial it is for everyone.**

If you have any questions, please contact Jan Davis at (440) 498-8408 or jld@noblepension.com or Stephanie Hepler at (412) 263-0102 or 
shepler@dbzinc.com.

Registration Fee: $100.00

Fee includes: Continental breakfast, lunch and all training sessions

Hilton Garden Inn
2000 Garden View Lane (GPS Users use 7076 Franklin Road)
Cranberry Township, PA 16066
Phone (724) 779-9999

Registration: Available
Membership Information
 
Membership is free.
Officers *Group Contact
* Jan Davis, President
Noble-Davis Consulting, Inc.
6190 Cochran Road, Suite D
Solon, OH 44139
440-498-8408
jld@noblepension.com
Stephanie Hepler, Treasurer
Dunbar Bender & Zapf, Inc.
437 Grant Street, Suite 1100
Pittsburgh, PA 15219
412-263-0102
412-263-0138 (Fax)
shepler@dbzinc.com
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