FIS Relius

RELIUS ADMINISTRATION

Relius Administration ASP: An Introduction for Prospective Users
SunGard's Relius Administration ASP serves more than one million participants. Join us for an overview and learn why over one hundred firms have streamlined their businesses by allowing SunGard to host their data and systems with minimal up-front investment. Chip Moore

New Features (Version 13.0) and Coming attractions (13.1 and 14.0)
Many new features and enhancements have been introduced in Relius Administration versions 13.0 and 13.1. In this session, we demonstrate what has been released and preview functionality planned for 14.0. Deb Hettler

Processing 403(b) Plans
A look at the Relius functionality and discussion of the future as we look at the new regulations surrounding 403(b) plans. Paul Lind

22c-2 Reporting and Compliance
This session is a refresher on the functionality that we have released to date, along with a discussion of what we expect in the future regarding 22c-2compliance and concerns regarding requests for data. Kelly Durante

13.0 Web Customization (double session)
We introduced important new Web features in version Relius Administration 13.0. In this session we demonstrate how to use new and existing customization capabilities including screen and menu styles and custom messaging. Kelly Kolby

Advanced Support Issues
Review and discuss some of the most common support issues that Relius Pension Analysts resolve day in and day out. In addition, learn about some new tools that can assist you with support issues and learn new processes that can be easily incorporated into you firm’s operational procedures. Colleen Williams

Cash Reconciliation
Are you reconciling cash outside of Relius Administration? During this session learn how you can reconcile cash within Relius in just a few simple steps. In addition, learn how we work with trade agents to make the cash reconciliation process even easier. Kelly Durante

Distribution Processing and Export
Are you still manually entering check and 1099R information into a spreadsheet or on a Web site for further processing? Learn how to properly process distribution transactions and export check and 1099R information. Also learn the latest updates for vendors. Kelly Durante

Relius Efficiencies (double session)
Learn about the vast array of tools available to make day to day pension administration and recordkeeping a much more efficient process. From setting global defaults to reports that prevent data errors, you’re sure to pick up new ways to improve efficiency. Mark Reasoner

Advanced Compliance Issues
Review and discuss some of the most common and complicated compliance related support issues. John Taylor

DVC Rules / STP Task Groups
Learn how to set up DVC Rules and formulas customized to your needs. Also learn how to enhance and customize the STP Task Group to incorporate posting and multiple reports. Deb Hettler

DB Viewer: A look at how to use this utility
Need to query data but don’t have a report? Do you need to pull data into a spreadsheet for review or verification? DB Viewer might be your answer. See how to select and export data from the Oracle database using this powerful tool. John Taylor

ASP: Tips for a productive environment
ASP users operate in a slightly different environment. Join us as we will discuss proper logout procedures, printing, file transfer options, resetting passwords and users as well as database maintenance. This session is recommended for all Relius Administration ASP customers. Jim Stein

ASP: Future Enhancements Discussion
In this session technical and management staff have the opportunity to discuss ideas for infrastructure improvements in the Relius Administration ASP environment and help prioritize enhancements. Jim Stein

Relius Administration User Groups
Why should you get involved? Learn why membership in a user group is a great way to get cost effective training as well as a great place to network with other Relius users. Attend this session and enter to win a prize. Deb Hettler, Kelly Durante

RELIUS DOCUMENTS

PC Modifications and Underused Features
Learn how Relius Documents PC allows for modifications and get answers to your questions about the process. Also learn about underused features in your PC system, including processing plan documents more efficiently and how to create and maintain your library files. Beverly Jackson

Relius Documents v6.0 PC
Learn about new features introduced at version 6.0. Our staff will demonstrate how to license language or additional modules through the Internet and how to convert projects from GUST to EGTRRA. Beverly Jackson

Relius Documents v6.0 ASP
Learn about new features introduced at version 6.0 for ASP. In this session, we will show you how to convert projects from GUST to EGTRRA, create regulatory amendments, update language automatically or manually, determine the number of documents that you have processed, and how to lock projects. Beverly Jackson

EGTRRA Restatement Workflow
Hear from other fellow Relius Documents users about the steps they are taking today to begin the EGTRRA restatement process. Our experts will share with you some helpful tips in managing your document restatement process.

Richter’s Rules on Restatement
Join Robert Richter, leader of our document consulting team, as he discusses recent regulations and where we are headed in the next phase of the EGTRRA restatement process. Learn the differences between GUST and EGTRRA plan documents. Robert Richter

403(b) Written Plan Requirement and Effects on Transfers and Exchanges
Join S. Derrin Watson of our legal consulting team as he covers the key requirements for contracts maintained pursuant to written plans, impacts of these requirements on plan terminations the deferral-only ERISA exemption, the recently released grandfather rules and model plan document. S. Derrin Watson

SunGard 403(b) Document
Learn all about the newly released 403(b) document from Derrin Watson, member of our legal consulting team. He will cover strategies to minimize compliance burdens and/or avoid ERISA coverage. S. Derrin Watson

Relius Documents ASP (Internet) System (demonstration)
What are the differences between the Relius Documents PC and ASP systems? Should I convert my plans from the PC system? See a demonstration of the ASP version and the efficiencies it offers. Travis Markoski

Relius Documents Focus Group
Join our staff to learn about the upcoming Multi-Doc Processing module, which includes a new enhancement for efficiently producing customized Safe Harbor notices in a batch mode. Provide feedback, ask questions and submit your ideas for future enhancements to the Relius Documents system. Breakfast will be served. Jeremy Gioia

RELIUS GOVERNMENT FORMS

Use Relius Web Client to save money, create a Web presence, and prepare for EFAST2 (demo)
Learn how Relius Web Client can be integrated into your workflow to help save money, enhance your visibility on the Web, and prepare for Form 5500 e-filing under EFAST2. Travis Markoski & Kendall White

Form 5500 Reporting in the EFAST2 Era
On March 31, 2008 the DOL selected Vangent as the contractor to implement EFAST2. E-Filing under EFAST2 is scheduled to commence on January 1, 2010. Learn how to prepare for the EFAST2 transition. Session opens with a teleconference call from Ron Frazee of Vangent, followed by a presentation by Michael Lafond of SunGard's Relius Government Forms. Michael Lafond

Save time and effort with 1099/W-2 and 1099 Outsourcing
Learn how SunGard can help you save time and money by utilizing Relius Government Forms 1099/W-2 and 1099 outsourcing services. Kendall White

Relius Government Forms 5500 - Classically Under-Used Features
Learn time saving features built into Relius Government Forms 5500 and streamline the preparation of your annual reports. Will Hicks

Keeping up to date on Form 5500 changes
PPA required changes; New 403(b) plan reporting requirements; ERISA exemption for 403(b) plans; EFAST 2; Voluntary alternative reporting option for certain small plans; statute of limitations; Form 5500-EZ changes; short plan year issues. S. Derrin Watson

RELIUS 125

Relius 125 Web Update
Get a look at the new Relius 125 Web features coming soon, including a new on-line claims submission process, year round direct deposit access, and new payment history and transaction history screens to allow participants to better view plan year activity. Warren Jennings

Learn about the Evolution Benny Card (double session)
Representatives from Evolution Benefits and SunGard Relius will introduce you to the Benny Card and the advantages of using a prepaid debit card. Get an in-depth look at Benny Central, Evolution’s premier customer portal and discuss how you can convert data from your existing debit card to the Benny Card. Kevin Blank, Matt Dallahan, Warren Jennings

Tools to Help Manage your Relius 125 Business
Get more out of Relius 125 to help you better administer your daily operations. In this session we will show you how to manage cash flow using the Cash Reconciliation module, demonstrate how to process participant fees and invoice clients with the recently added fee module, and provide a brief explanation as to how STP can also help enhance operational efficiency. Denise Speiser

Relius 125 User Group
Join us for our annual Relius 125 User Group meeting held in conjunction with the Relius Summit. We will host an open forum at the end of the meeting for questions and comments. If you would like to suggest discussion on a specific topic, please send an email in advance to Warren.Jennings@relius.net. Denise Speiser, Warren Jennings

RELIUS PROPOSAL

Relius Proposal Power Tools
Learn how to use the power of Relius Proposal to develop advanced plan design strategies, achieve funding goals, and to perform complex cross-tested "solve to pass" calculations. Illustrate DC or DB plans using individual plan reports, or use the side-by-side proposal feature to show up to five plan designs simultaneously. Denise Speiser, Warren Jennings

CRYSTAL REPORTS

Crystal: Most Wanted
Learn how to customize your Crystal reports. We demonstrate how to modify Crystal reports based on our most commonly requested revisions. Mark Reasoner

Crystal: Introducing the Plan Overview Report
We will unveil the new, highly anticipated Plan Demographics report which details items such as cash flow by source and fund, participation rates, plan averages, allocations and diversification at the plan level, and much more. There is so much more to this report so join us and see for yourself. Mark Reasoner

Crystal: Classically Underused Reports
Join us for this session as we demonstrate some of the best query, standard and report writer reports available within Relius Administration and why you should utilize these reports. Mark Reasoner

TECHNOLOGY

Technology - Documents 6.0 (Relius Documents only)
During this session we will focus on technology changes incorporated with Documents 6.0. We will discuss installation changes, licensing enhancements, backup and recovery methods, and support of remote access and multi-office environments. Stephen DeSanto

Technology – General Update (All Relius Products)
This session centers on various technical topics impacting all Relius products. We will discuss technology changes, installation changes and enhancements, support of Microsoft Vista, VRU hardware changes, updates on 64bit environments, and support of virtual environments. Stephen DeSanto

DEFINED BENEFIT

DB PPA Calculations
This session covers the latest calculation and report enhancements to the Pension Protection Act calculations relating to defined benefit plans. Frank Prager

DB Miscellaneous
Learn the features and tricks used by the SunGard Relius support staff regarding the defined benefit system. Frank Prager

INDUSTRY EDUCATION

Washington Update (General Session)
Join Craig Hoffman as he brings you up-to-date with an overview of what‘s happening in Washington, including a look at regulatory and legislative changes. Some are of recent origin, others are expected to be released in the near future. Some of the topics include DOL initiatives on 401(k) fee and expense disclosure; IRS guidance on automatic enrollment; proposals for a 7-day deposit "safe harbor" with regard to employee contributions and the expected impact of the fall elections on benefits legislation. Craig Hoffman

Beyond Customer Service: Dazzling the Customer
You will leave this interactive session with dazzling customer service skills that you can put into practice immediately in your office when you get back home. Hear how the “Rules of 2” will improve your service techniques. Learn how to say “no” in a more positive way that makes your client feel his/her needs have been met. Gain insight on how to communicate more effectively in today’s “wired” world. Discover the secrets behind well-functioning -- and dysfunctional -- teams. Retain valuable clients and gain essential referrals through proven customer service techniques tailored to the qualified retirement plan marketplace. Don’t miss the opportunity to spend an hour with consultants Chris Stroud and Sarah Simoneaux (both are industry experts and past presidents of ASPPA). Chris Stroud, Sarah Simoneaux

RELATED SOLUTIONS

Using eSignature Solutions with Relius
SunGard Signix provides the ability to sign documents electronically using the Internet, the telephone or in a face-to-face setting. You can quickly execute contracts or obtain approvals with legally binding signatures electronically. Learn how you can use Signix for rollovers, restatement documents, disbursements, loans, etc. Bob Wheatley

Managed Account Services and Open Platform Solutions for RIA's
SunGard's ProNvest solution is integrated with Relius Administration and provides managed account services to plan sponsors and participants as well as an open platform, private label option for independent money managers. ProNvest offers goal-based retirement planning tools, retirement income gap analysis, and more. Learn how you can incorporate ProNvest into your market strategy. Stephen Johnson

Mid Atlantic Trust, Custody, & Trading Platform
Tim Friday, Paul Schneider, and Michele Gross of Mid Atlantic will provide an update of the integration of Mid Atlantic's trust, custody, and trading services with Relius Administration. The session will include a demonstration of the new middleware that supports the transmission of trade, price, and reconciliation files, a discussion of the newly released option to post Mid Atlantic 1099s and custody statements to Relius participant and sponsor Web, and a preview of other useful tools to help streamline your operation. Tim Friday, Paul Schneider, Michele Gross

Fidelity & SunGard - Relius Integration Update
Steve Anderson, vice president, Fidelity Investments Institutional Wealth Services (IWS). Come learn about the new integration work being done between Fidelity and Relius to help users with daily cash reconciliation. We will also discuss future plans to strengthen our integration with Relius. Your feedback and input on our integration strategy is important to us and we welcome your participation in this session. Steve Anderson