Relius Documents ASP Features / Modules

(Formerly Relius Documents Internet)

Produce your Prototype Adoption Agreement Supporting Forms Packages or Individually Designed /Volume Submitter Plans, along with all the Supporting Forms, anywhere that you have access to the Internet! Whether you need numerous documents or just the occasional one, you get it all through one system. And, you get the same expertise and accuracy that you've come to expect, with the same experienced support and consulting staff backing you up!

Only now…

    WE HOST THE SOFTWARE APPLICATION so there's less for you to worry about!
No more:
  • Maintaining language updates
  • Software ownership responsibilities
  • Initial hardware expenses
  • Future hardware upgrades
  • Loading major software applications
  • Significant software learning curves

You just answer the questions (your answers are validated as you enter them!) via the Internet and submit your checklist . . . you're done! Within minutes, you'll get:

  • Employer Customized Plan (Individually Designed /Volume Submitter) or Adoption Agreement (Prototypes)
  • Summary Plan Description
  • Administrative and IRS Submission Forms

Your completed document package is posted to our FTP site or returned to you via e-mail in either a PDF (can't be modified), Microsoft Word (can be modified) file format, or both.

You can designate a Project Administrator, to set up users and passwords, assign rights to other users, enable and disable users, predefine user capabilities, and more.

Retirement Plan Document preparation has never been easier!

Features:

Data Push
Link your Relius Documents data to other Relius products through Data Push. You can export or "push" your project data in an XML format to Relius Administration or Government Forms, as well as to other systems that use XML. The transferred data can then be posted to the FTP site of your choice in a .zip or .exe compressed file.

Reporting Module – Recently Enhanced
Run reports on ANY provisions that you select in your checklist. Just specify the date and the document. Select the checklist or Adoption Agreement provisions you want to query, hit submit, you’re done! Your report is available within minutes for viewing and exporting in a Microsoft® Excel, CSV, or XML file format. Plus, the report query is saved for you to modify or run again at a later date.

SPD Booklets
With Relius Documents ASP you can easily get SPD booklets by sending us your files to have our printing department prepare professional SPD Booklets for your clients. It's inexpensive and easy to do! Choose from several covers and font styles. We can even customize the booklets with your client's logo. Don't underestimate the positive impact that professionally prepared SPDs have on plan sponsors and employees. Let SunGard support your firm's professional image with our printing services today!

Short Amendment Module
When it is time to amend your document, select from several amendment types through our Short Amendment Module. For Individually Designed Plans, create an IRS Model/Sample, a SunGard-Designed, or a Self-Designed Amendment. For Cafeteria Plans, generate a SunGard-Designed, or a Self-Designed Amendment. For Prototypes, prepare your own packages with the Self-Designed Amendment. Whichever type you use, the module will allow you to link back to your original document for easy reference and tracking!

Relius Documents PC Files
Moving from Relius Documents PC to Relius Documents ASP? We can even assist you in moving your checklist files from your PC database over to the ASP system. Contact your sales representative for more details.

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