9:00 am - Relius Efficiencies There are many efficiencies within Relius that could make your day-to-day tasks much easier. Review in this session some not-so-well-known or forgotten about options within Relius, such as new query reports, new reporting options in Report Writer, investment restrictions, email groups, and global options.
10:30 am - Break
10:45 am - DB Viewer Ever wonder how you could get data out of the system that wasn’t available via a report or export? Maybe you don’t need a report and DB Viewer is the answer. We will demonstrate how to query the database for information you might need as well as some simple updates to turn items on and off in Relius.
11:15 am - Year End Data Collection (YEDC) 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 has been a very manual and cumbersome process using spreadsheets and back-and-forth email communications.
12:00 pm - Lunch
1:00 pm - Plan Spec Setup Have you ever wondered why a particular Relius feature isn’t working the way you expect it to? Proper setup of Plan Specifications is critical to making sure your plan runs correctly. This session will review some of the most important fields in Plan Specifications and includes a great handout to take back to your office with you for future use.
2:45 pm - Break
3:00 pm - Crystal Report Designer Basics How to navigate in Crystal Report Designer and make minor changes to your favorite reports.
4:00 pm - Adjournment
Next Meeting Date: TBD
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.
The Spring meeting for the Western Pennsylvania Relius Users Group (WPAU) has been scheduled for Thursday, May 16th, 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 email@example.com or Stephanie Hepler at (412) 263-0102 or firstname.lastname@example.org. 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
Membership is free.
Jan Davis, President Noble-Davis Consulting, Inc.
6190 Cochran Road, Suite D
Solon, OH 44139
* Stephanie Hepler, Treasurer Dunbar Bender & Zapf, Inc.