Duration: 60 Min.
Description
So much can be done these days using the Internet. From searching for information and updating records, to communications and queries. It’s a major part of our lives and work.
The Relius web module is a way for participants to access their account balance and plan information 24 hours a day / 7 days a week. It’s a secure interface with the Relius Administration system that can be used to update personal information, change investment elections, initiate transfers, request reports and other functions. It’s easy to set up, simple to access and useful to participants, sponsors and administrators as it allows a faster and more updated flow of information and requests.
In this session, we will:
- create and maintain clips and other labels
- enable the Participant Web for Plan Participants
- set up available web options
- demonstrate login procedures and PIN setup
- access the Participant Web functions
- create transactions & generate reports via the Participant Web