SunGard Relius

• 8:30 - 9:00 -- Breakfast
• 9:00 - 4:00 -- Topics include:
  • Cross testing and Nondiscrimination Testing: During this session we will review cross-testing and General Non-Discrimination testing. In addition we will review the various test options.
  • ADP/ACP Testing: During this session will review the ADP/ACP testing as well as the available processing methods. In addition we will review prior vs. current year testing and othe testing options.
  • Plan Templates/RD-RA Link: Setting up specs is the biggest part of establishing a plan, whether in Relius Administration or Relius Documents. Many plans have the same provisions, formulas, requirements and other options. Most of these choices are part of creating the checklist and document, and then become choices and selections in Plan Specs. So why re-invent the wheel? Why not use the same entries again? This session will show how to use the project information from Relius Documents ASP to set up the specs in Relius Administration. And if that wasn't enough to save time and effort, the session will also demonstrate how to use one's established specs to create the new plan with the same selections. There will always be things to confirm, and some to change, but the RD/RA link, along with the plan template lets Relius do most of the work.
  • Takeover Plans: Learn how to properly set up new takeover plans from setting up the plan, takeover loans, eligibility, and the options for posting the takeover assets.
  • Allocated Links: In this session we will outline the steps from A to Z to add a vendor with the trade agent information in order to do an import/export through the allocated link system.
  • Relius and Rehires: A discussion on how Relius Administration handles rehired employees. Please bring your questions and scenarios to discuss.

 Lunch at Pozzeria Uno

$125.00 for the first attendee per firm, $100.00 for each additional attendee thereafter. (Breakfast and Lunch included)

Please submit registrations prior to Wednesday, April 24, 2013.

This meeting will be held at the Hilton Garden Inn, across the parking lot from the Basketball Hall of Fame.