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Training Workshop Event Calendar (0) Training Passport Sessions (88)
Learning Level: New Beginner Learning Level: Experienced Intermediate Learning Level: Advanced Advanced Last Updated Updated  

If you have questions or need more information, please send an e-mail to training.coordinator@fisglobal.com

Learning Level: New Beginner Learning Level: Experienced Intermediate Learning Level: Advanced Advanced Last Updated Updated Free Event Free Event  
Sample New Employee Training Schedule       
  • Relius Administration
  • Crystal Reports
  • Relius Documents
  • 20.0 Series: What’s New
    • Open Online registrations are currently being accepted.
      		Relius Communications60 MinsLearning Level: NewFree Event
      Open Online registrations are currently being accepted.
      		Relius Mobile App Setup60 MinsLearning Level: NewFree Event
      Open Online registrations are currently being accepted.
      		What's New in Relius Administration 202060 MinsLearning Level: NewFree Event
  • Allocation Series
    • Open Online registrations are currently being accepted.
      		Ideal Salary & Points60 MinsLearning Level: ExperiencedFree Event
      Open Online registrations are currently being accepted.
      		Integrated Allocations60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Match & Discretionary Match Contributions60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		RA Allocation Series Certification Test60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Roth Contributions60 MinsLearning Level: Experienced
  • Census Series
    • Open Online registrations are currently being accepted.
      		Account Census History & Updates60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Data Entry Power Tools60 MinsLearning Level: New
      Open Online registrations are currently being accepted.
      		Divisions in Relius Administration60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		RA Census Series Certification Test60 MinsLearning Level: Experienced
  • Compliance Series
    • Open Online registrations are currently being accepted.
      		ADP / ACP Correction Methods60 MinsLearning Level: Advanced
      Open Online registrations are currently being accepted.
      		ADP / ACP Introduction60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		ADP / ACP Testing60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Catch-Up Contributions60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Employer Contribution Optimizer60 MinsLearning Level: New
      Open Online registrations are currently being accepted.
      		RA Compliance Series Certification Test60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Top-Heavy Plans60 MinsLearning Level: Experienced
  • Daily Valuation Series
    • Open Online registrations are currently being accepted.
      		Cash Reconciliation60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Cash-To-Unit Conversion60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Investment Models60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		RA Daily Valuation Series Certification Test60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Revenue Manager60 MinsLearning Level: ExperiencedFree Event
      Open Online registrations are currently being accepted.
      		SEC Rule 22c-260 MinsLearning Level: Experienced
  • Distributions & Forfeiture Series
    • Open Online registrations are currently being accepted.
      		Handling New Terminees60 MinsLearning Level: New
      Open Online registrations are currently being accepted.
      		Hardship (et al.) Distributions60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		RA Distributions & Forfeitures Certification Test60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Termination Distributions60 MinsLearning Level: New
      Open Online registrations are currently being accepted.
      		Understanding Forfeitures60 MinsLearning Level: New
  • Eligibility Series
    • Open Online registrations are currently being accepted.
      		Computed Compensation & Allocation Requirements60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Eligibility By Source60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Plan Entry Requirements60 MinsLearning Level: New
      Open Online registrations are currently being accepted.
      		RA Eligibility Series Certification Test60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Working with Plan Status Codes60 MinsLearning Level: Experienced
  • Financial Link Series
    • Open Online registrations are currently being accepted.
      		Electronic Trading Basics60 MinsLearning Level: New
      Open Online registrations are currently being accepted.
      		Schwab Trading Link60 MinsLearning Level: New
      Open Online registrations are currently being accepted.
      		SGN/Expediter60 MinsLearning Level: New
      Open Online registrations are currently being accepted.
      		SunGard Global Network (SGN) Link60 MinsLearning Level: New
      Open Online registrations are currently being accepted.
      		TD Ameritrade Link60 MinsLearning Level: New
      Open Online registrations are currently being accepted.
      		Wilmington Trust Link60 MinsLearning Level: New
  • Getting Started in Relius Administration
    • Open Online registrations are currently being accepted.
      		An Introductory Tour of Relius Administration30 MinsLearning Level: NewFree Event
      Open Online registrations are currently being accepted.
      		Getting Help in Relius Administration30 MinsLearning Level: NewFree Event
      Open Online registrations are currently being accepted.
      		Getting Started in Relius ASP30 MinsLearning Level: NewFree Event
      Open Online registrations are currently being accepted.
      		Modify Your Toolbars10 MinsLearning Level: NewFree Event
      Open Online registrations are currently being accepted.
      		Using Notes in Relius Administration60 MinsLearning Level: NewFree Event
      Open Online registrations are currently being accepted.
      		Using Queries in Relius Administration60 MinsLearning Level: NewFree Event
  • Loan Series
    • Open Online registrations are currently being accepted.
      		Importing Loan Payments60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Loan Originations60 MinsLearning Level: New
      Open Online registrations are currently being accepted.
      		Loan Terminations60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Processing Loan Payments60 MinsLearning Level: New
      Open Online registrations are currently being accepted.
      		RA Loan Series Certification Test60 MinsLearning Level: Experienced
  • Managing System Activity Series
    • Open Online registrations are currently being accepted.
      		RA Managing System Activity Certification Test60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		System and User Profiles25 MinsLearning Level: NewFree Event
      Open Online registrations are currently being accepted.
      		System Options in Relius Administration5 MinsLearning Level: NewFree Event
      Open Online registrations are currently being accepted.
      		Tracking Changes in Relius Administration10 MinsLearning Level: NewFree Event
      Open Online registrations are currently being accepted.
      		Using Data Administrator15 MinsLearning Level: NewFree Event
      Open Online registrations are currently being accepted.
      		Using Plan Access Codes10 MinsLearning Level: NewFree Event
  • New Learner Series
    • Open Online registrations are currently being accepted.
      		Census & DERs60 MinsLearning Level: New
      Open Online registrations are currently being accepted.
      		Creating a New Plan in Relius Administration45 MinsLearning Level: New
      Open Online registrations are currently being accepted.
      		Processing a New Plan in Relius Administration60 MinsLearning Level: New
      Open Online registrations are currently being accepted.
      		RA New Learner Series Certification Test60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Relius Documents to Relius Administration Link60 MinsLearning Level: NewFree Event
      Open Online registrations are currently being accepted.
      		System Tables Overview60 MinsLearning Level: New
      Open Online registrations are currently being accepted.
      		Transactions and Reports60 MinsLearning Level: New
  • Relius Web Series
    • Open Online registrations are currently being accepted.
      		CSR Web60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Participant Web60 MinsLearning Level: New
      Open Online registrations are currently being accepted.
      		Plan Sponsor Web60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Relius Admin Web Series Certification Test60 MinsLearning Level: Experienced
  • Takeover Series
    • Open Online registrations are currently being accepted.
      		Takeover Plans60 MinsLearning Level: Experienced
  • Transaction Processing Series
    • Open Online registrations are currently being accepted.
      		Calculating & Processing Fees60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Fee Disclosures60 MinsLearning Level: ExperiencedFree Event
      Open Online registrations are currently being accepted.
      		RA Transaction Processing Certification Test60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Transaction Import-Export60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Transaction Processing Basics60 MinsLearning Level: New
      Open Online registrations are currently being accepted.
      		Understanding Receivables60 MinsLearning Level: Experienced
      Open Online registrations are currently being accepted.
      		Whole Share Investments60 MinsLearning Level: Experienced
  • Crystal Reports Series
    • Open Online registrations are currently being accepted.
      		Crystal Formulas60 MinsLearning Level: ExperiencedFree Event
      Open Online registrations are currently being accepted.
      		Crystal Graphs60 MinsLearning Level: ExperiencedFree Event
      Open Online registrations are currently being accepted.
      		Crystal Power Tools60 MinsLearning Level: ExperiencedFree Event
      Open Online registrations are currently being accepted.
      		Crystal Sub-Reports60 MinsLearning Level: ExperiencedFree Event
      Open Online registrations are currently being accepted.
      		Crystal Tables, Fields & Links60 MinsLearning Level: ExperiencedFree Event
      Open Online registrations are currently being accepted.
      		Getting Started in Crystal60 MinsLearning Level: ExperiencedFree Event
      Open Online registrations are currently being accepted.
      		Reporting Options in Relius Administration60 MinsLearning Level: ExperiencedFree Event
  • Documents Series
    • Open Online registrations are currently being accepted.
      		Customizing Documents with the Doc Editor60 MinsLearning Level: NewFree Event
      Open Online registrations are currently being accepted.
      		Relius Documents ASP Administrators60 MinsLearning Level: ExperiencedFree Event
      Open Online registrations are currently being accepted.
      		Relius Documents ASP Users60 MinsLearning Level: ExperiencedFree Event
      Open Online registrations are currently being accepted.
      		Relius Exchange60 MinsLearning Level: NewFree Event

 
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