New England Post Meeting Information
Agenda from October 2013 Meeting
- 8:30 - 9:00 -- Breakfast
- 9:00 - 4:00 -- Topics include:
- Relius Proposal System: An overview of the Relius Proposal System.
- What's New in Relius 18: This session will discuss what's coming for 18.0
to include a discussion of the enhancements made for fee disclosure and the new link between the Relius Admin and Relius Documents systems.
- Relius Admin Plan Specs Changes: This session we will review the reorganization of the Relius Admin Plan Specs.
- Relius Admin Census Changes: Relius Admin 18.0 includes an rewrite of the census specs. This session we will review the reorganization of the Relius Admin Census Specs.
- Relius Government Forms State of the Union: In this session we will look back at the last year, recap what we experienced, what we learned, and where we are now and expect to go to in the future.
- Relius Government Forms 5500: 8955-SSA and New Features Review: In this session we will look at electronic filing for the 8955-SSA from Web Client via the IRS FIRE system as well as other new
features added in the past year.
- Relius Government Forms 1099: Got Outsourcing?: Is your company using Relius Government Forms 1099 Outsourcing? Outsourcing services are designed to help relieve your firm of the additional workload associated with the processing and filing 1099 forms. This session will provide an overview of the system as well as first hand accounts of how employing 1099 outsourcing has benefitted their business.
Lunch at Uno's