Mid-Atlantic
Post Meeting Information
  Available
Next Meeting
Date: 11/9/2017
Location: Hilton Philadelphia Airport
City & State: Philadelphia, PA
Agenda:

NEXT MEETING DATE: 
2018


                              Mid-Atlantic User Group Agenda

                                                                                   
November 9, 2017

8:15-8:30                   Registration/coffee


Morning Sessions
8:30-8:45                   MARG Business Meeting
8:45-9:15                   Plan Maintenance - What's this menu option for?
9:15-9:45                   Data Administrator - There are times when we need to move or remove plans, people or 
                                  other records from Relius. Or send a plan to Support.  This session will show how the data 
                                  administrator works.
9:45-10:30                 Reporting Efficiencies - 
We generate the results of our work in Relius by using reports.  
                                  But which ones? And what’s the best way? We can import, export, email, print…We can 
                                  choose our own defaults and data to include. There are many many options.  This session 
                                  will look at the options as well as showcase hidden gems among the report versions.

10:30-10:45               Break
                                   Reporting Efficiencies (continued) - We generate the results of our work in Relius by using reports.  
                                  But which ones? And what’s the best way? We can import, export, email, print…We can 
                                  choose our own defaults and data to include. There are many many options.  This session 
                                  will look at the options as well as showcase hidden gems among the report versions.
12:00- 1:00                Lunch

Afternoon Sessions
1:00 – 1:30                70 ½ Distributions -
Common issues and how the calculation works.    
1:30 - 2:00                 Understanding Forfeitures - We generate the results of our work in Relius by using reports.  But 
                                  which ones? And what’s the best way? We can import, export, email, print…We can choose our
                                  own defaults and data to include. There are many many options.  This session will look at the options
                                  as well as showcase hidden gems among the report versions
2:00 - 2:15                 Rehires - We How to bring them back into the fold…
2:15 – 2:45                Change System ID's -
Learn what this wonderful utility can do for you with ss#, plan id’s, fund id’s 
                                  and plan year end.  Also learn the tricks for working around data limitations.
2:45 - 3:00                 Break
3:00 – 4:00                Ten Support Issues - Always interesting to see what gives most of us difficulty and how to solve…



ABOUT THIS GROUP:

The Mid-Atlantic Relius User Group or MARG, meets bi-annually in May and November in a hotel at Newark International Airport, Newark NJ and a hotel at the Philadelphia International Airport, Philadelphia, PA respectively.  Membership is open and free to all Relius users in the Mid-Atlantic States (NY, NJ, PA, MD). Each meeting features a speaker/instructor from Relius.  Occasionally we have a quest speaker from DOL, IRS or a local law firm.  Topics cover all matters relating to Pension regulations and administration, using Relius administration and Gov't Forms.  Discussion is encouraged.  Meetings last from 8:30 - 4:30, pre-registration is required. The fee is generally $79 covering morning coffee (rolls, Danish, etc.), lunch and meeting room fees.  CE Credit is available for ASPPA members.

Contact: Steven Greenbaum                                                                                                                                      
Altigro Pension Services, Inc.                                                                                                                           
(973)439-0200                                                                                                                       
steven.greenbaum@altigro.com

Meeting:

$79 per attendee by Wednesday, May 3. $99 per attendee after that and at the door.

Registration forms and payment should be sent to Shirley Chamberlain, Huntington Financial Group LLC, 373 Kinderkamack Rd, Westwood, NJ 07675.

Registration: N/A
Membership Information
 

Meeting agendas are determined by Members, and each Member Company will be assigned to one of four presentation committees.

Meetings are held in Philadelphia, PA and Newark, NJ. There is no geographical requirement for membership. Members may send as many representatives as they wish at the Member price to meetings.

Hotel Information

Doubletree Hilton Philadelphia Airport                  Ramada Inn Newark International Airport
4509 Island Ave                                                             160 Frontage Rd
Philadelphia, PA 19153                                                  Newark, NJ 07114
215-365-4150                                                                 973-589-1000

Members are not permitted to solicit interest or have any expectation that this forum can be used for employee recruiting. Volunteers serve as Co-chairs, Treasurer, and Meeting Coordinator.

For more information or details about meetings, please call one of the officers listed below.

If you'd like to be on the MARG distribution/email list please contact Karen McIver kmciver@proplansinc.com

Officers *Group Contact
Steve Greenbaum, Co-Chair
Altigro Pension Services, Inc.
3 U.S. Highway 46 West
Fairfield, NJ 07004-2904
973-439-0200
973-439-0211 (Fax)
Steven.Greenbaum@altigro.com
Shirley Chamberlain, Treasurer
Huntington Financial
312 Kinderkamack Road
Westwood, NJ 07675
201-666-4443
201-666-9777 (Fax)
slc@huntingtonfinancial.net