Western PA
Post Meeting Information
  Available
Next Meeting
Date: 5/17/2018
Location: Hilton Garden Inn
City & State: Cranberry Township, PA
Agenda:

                                         Western PA (WPAU)

                                                                  May 17, 2018

                                              Hilton Garden Inn, Cranberry Township, PA

Registration

8:30 AM

Registration and Continental Breakfast

Morning Sessions

9:00 AM to 10:00 AM

All About Enrollment

Presenter: Mark Reasoner

Description: Regulations 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.

10:00 AM to 10:15 AM

Break


10:15 AM to 11:00 AM


Cash Reconciliation

Presenter: Mark Reasoner

Description: When transactions are posted, the records in Relius should match the records at the custodian. At the least, there needs to be a way to compare the records to see if there are any differences. Relius Administration allows you to manually enter or import cash balances from a custodian and compare this to the calculated balance in Relius. Then you can reconcile your cash balances by identifying any differences between what has been processed through Relius and what has been processed through the custodian. You can also offset Relius transactions with custodian activity.

11:00 AM to 12:00 PM

Investment Table and Investment Models

Presenter: Mark Reasoner

Description: The Investment Table is used with every plan in Relius Administration but there is a lot more there than just IDs, Names, and Prices. And then there are Investment Portfolios or Models. These are a group of investments designed to give the participant the benefit of research, risk tolerance and other factors. Usually designed to meet a specific goal, models can streamline options, serve as specific choices or even be the default investment selection. And they don’t have to be restricted to just one plan.

12:00 PM to 1:00 PM

Lunch

 

Afternoon Sessions

1:00 PM to 2:00 PM

Participant Web

Presenter:  Mark Reasoner

Description: Here’s the other side of the web—the proper setup of participant web. This includes features such as requesting transactions, reports, loans, allocation changes, etc. There is a wealth of information we can make available to our participants, and even some things we can have them do.

2:00 PM to 2:45 PM

Straight Through Processing

Presenter:  Mark Reasoner

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.

2:45 PM to 3:00 PM

Break


3:00 PM to 4:00 PM


What’s New and Questions and Answer Session

Presenter: Mark Reasoner

Description: Get all of your Relius Administration questions answered in this informative session.  Just submit your questions with your registration form or bring them to the meeting.  Also, find you what has been released recently and what’s scheduled to be released in upcoming versions.

4:00 PM

Adjournment

 

 

Next Meeting Date:

December 6, 2018

 

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, May 17th 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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