Mid-Atlantic
Post Meeting Information
  Available
Next Meeting
Date: 6/14/2018
Location: Ramada Inn Newark International Airport
City & State: Newark, NJ
Agenda:

                                    Mid-Atlantic User Group

                                                            June 14, 2018

                                                     Ramada Inn, Newark, NJ

Registration & Meetings

8:15 am to 8:30 am

Registration

8:30 am to 8:45 am

MARG Business Meeting

Morning Sessions

8:45 am to 9:15 am

Washington Update
Presenter: TBD
Description:
Discuss latest information from Washington regarding restatements, new legislation, tax reform and other timely information.

 

9:15 am to 9:45 am


Dual Eligibility
Presenter: Mark Reasoner
Description: Satisfying the plan’s eligibility requirements when there are different options for different sources.

 

9:45 am to 10:30 am

 

Eligibility, Contributions and Allocation Formulas
Presenter:
Mark Reasoner
Description: Get a detailed look at the Allocation Requirements form in Plan Specifications and the relationship between Eligibility, Allocations Requirements and Formulas and Census data.


10:30 am to 10:45 am

Break

10:45 am to 12:00 pm

All About Auto Enrollment
Presenter:
Mark Reasoner
Description: Relius Administration has several tools available to help manage the auto enrollment process to make it easy and efficient.

 

12:00 pm to 1:00 pm

Lunch

Afternoon Sessions

1:00 pm to 2:00 pm


Partnership and Sole Proprietorships – Ideal Salary Calculations
Presenter:
Mark Reasoner
Description:
We’ll look at the steps needed to determine contributions, compliance testing and even with the Optimizer.

2:00 pm to 2:30 pm

Straight Through Processing
Presenter: Mark Reasoner
Description: Intro into how STP can help automate everyday tasks like import files, process transactions, generate trades and run reports.

 

2:30 pm – 2:45 pm

 

Break

 

3:00 pm to 4:00 pm


Crystal Report Designer Basics
Presenter:
Mark Reasoner
Description:
How to navigate in Crystal Report Designer and make minor changes to your favorite reports.

 

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

 

NEXT MEETING DATE:

 

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