Relius Administration Training Passport Courses

Legend Learning Level: New New User Learning Level: Experienced Experienced Learning Level: Advanced Advanced New Event New Event Free Event Free Event
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Sample New Employee Training Schedule


 
The following are available with an annual subscription to the Training Passport.
Relius Administration
     14.0 Series: What’s New
           Learning Level: New What's New in Relius Administration 14.1 Free Event 60 Min
     15.0 Series: What’s New
           Learning Level: New What's New in Relius Administration 15 Free Event 60 Min
     Allocation Series
           Learning Level: Experienced Match & Discretionary Match Contributions 60 Min
           Learning Level: Experienced Integrated Allocations 60 Min
           Learning Level: Experienced Ideal Salaries 60 Min
           Learning Level: Experienced Catch - Up Contributions 60 Min
           Learning Level: Experienced RA Allocation Series Certification Test 60 Min
     Census Series
           Learning Level: New Data Entry Power Tools 60 Min
           Learning Level: New Account Balance & Census Updates 60 Min
           Learning Level: Experienced Working with Divisions 60 Min
           Learning Level: New Census History 60 Min
           Learning Level: Experienced RA Census Series Certification Test 60 Min
     Compliance Series
           Learning Level: Experienced ADP / ACP Introduction 60 Min
           Learning Level: Experienced ADP / ACP Testing 60 Min
           Learning Level: Advanced ADP / ACP Correction Methods 60 Min
           Learning Level: Experienced Top-Heavy Plans 60 Min
           Learning Level: New Employer Contribution Optimizer 60 Min
           Learning Level: Experienced RA Compliance Series Certification Test 60 Min
     Daily Valuation Series
           Learning Level: Experienced Cash-To-Unit Conversion 60 Min
           Learning Level: Experienced Investment Models 60 Min
           Learning Level: Experienced SEC Rule 22c-2 60 Min
           Learning Level: Experienced Relius Revenue Manager Free Event 60 Min
           Learning Level: Experienced Cash Reconciliation 60 Min
           Learning Level: Experienced RA Daily Valuation Series Certification Test 60 Min
     Distributions & Forfeiture Series
           Learning Level: New Understanding Forfeitures 60 Min
           Learning Level: New Handling New Terminees 60 Min
           Learning Level: New Termination Distributions 60 Min
           Learning Level: Experienced Hardship (et al.) Distributions 60 Min
           Learning Level: Experienced RA Distributions & Forfeitures Certification Test 60 Min
     Eligibility Series
           Learning Level: New Plan Entry Requirements 60 Min
           Learning Level: Experienced Computed Compensation & Allocation Requirements 60 Min
           Learning Level: Experienced Working with Plan Status Codes 60 Min
           Learning Level: Experienced Eligibility By Source 60 Min
           Learning Level: Experienced RA Eligibility Series Certification Test 60 Min
     Financial Link Series
           Learning Level: New Electronic Trading Basics 60 Min
           Learning Level: New Schwab Link 60 Min
           Learning Level: New STN/Expediter 60 Min
           Learning Level: New TD Ameritrade Link 60 Min
           Learning Level: New Wilmington Trust Link 60 Min
     Loan Series
           Learning Level: New Loan Originations 60 Min
           Learning Level: New Processing Loan Payments 60 Min
           Learning Level: Advanced Importing Loan Payments 60 Min
           Learning Level: Experienced Loan Terminations 60 Min
           Learning Level: Experienced RA Loan Series Certification Test 60 Min
     Managing System Activity Series
           Learning Level: New System and User Profiles Free Event 25 Min
           Learning Level: New Using Plan Access Codes Free Event 10 Min
           Learning Level: New Tracking Changes in Census and Plan Specifications Free Event 10 Min
           Learning Level: New Using Data Administrator Free Event 15 Min
           Learning Level: New System Options in Relius Administration Free Event 5 Min
           Learning Level: Experienced RA Managing System Activity Certification Test 60 Min
     New Learner Series
           Learning Level: New An Introductory Tour of Relius Administration Free Event 30 Min
           Learning Level: New An Overview of System Tables Free Event 10 Min
           Learning Level: New Creating a New Plan in Relius Administration 45 Min
           Learning Level: New Processing a New Plan in Relius Administration 60 Min
           Learning Level: New Census Elements & Census DERs for Plan Processing 60 Min
           Learning Level: New Processing Transactions and Generating Reports 30 Min
           Learning Level: Experienced Using Queries in Relius Administration 60 Min
           Learning Level: New Modify Your Toolbars Free Event 10 Min
           Learning Level: New Using Notes in Relius Administration Free Event 60 Min
           Learning Level: Experienced Getting Help in Relius Administration Free Event 30 Min
           Learning Level: New Take Good Notes Free Event 10 Min
           Learning Level: Experienced RA New Learner Series Certification Test 60 Min
     Relius Web Series
           Learning Level: New Participant Web 60 Min
           Learning Level: Experienced Plan Sponsor Web 60 Min
           Learning Level: Experienced CSR Web 60 Min
           Learning Level: Experienced Web Customization 60 Min
           Learning Level: Experienced Relius Admin Web Series Certification Test 60 Min
     Section 125/Cafeteria Series
           Learning Level: New Sec 125: Debit Card Processing Free Event 90 Min
           Learning Level: Advanced What’s New in Relius Admin 11.0 (125 System) Free Event 90 Min
           Learning Level: Advanced Grace Period Processing in RA 11.0 (125 System) Free Event 60 Min
     Takeover Series
           Learning Level: Experienced Takeover Plans 60 Min
     Transaction Processing Series
           Learning Level: New Transaction Processing Basics 60 Min
           Learning Level: Experienced Transaction Import/Export 60 Min
           Learning Level: Experienced Understanding Receivables 60 Min
           Learning Level: Experienced Whole Share Processing 60 Min
           Learning Level: New Fee Schedules 60 Min
           Learning Level: Experienced RA Transaction Processing Certification Test 60 Min
Crystal
     Crystal Reports Series
           Learning Level: Experienced Getting Started in Crystal 60 Min
           Learning Level: Experienced Crystal Tables, Fields & Links 60 Min
           Learning Level: Experienced Crystal Formulas 60 Min
           Learning Level: Experienced Crystal Power Tools 60 Min
           Learning Level: Experienced Crystal Graphs 60 Min
           Learning Level: Experienced Crystal Sub-Reports 60 Min
           Learning Level: Experienced Reporting Options in Relius Administration 60 Min

These programs have been approved for Continuing Education Credits with ASPPA and NIPA. If applying for Continuing Education credits with ASPPA, submit the credit hours requested using the appropriate form. You are responsible for retaining the supporting documentation and the participation letter for your records for 2 CE periods.

If applying for Continuing Education credits with NIPA, submit the credit hours requested using the appropriate form, along with the supporting documentation and the participation letter.

*Final decisions regarding CE credits rest with the governing body.



If you have questions or need more information, please send an e-mail to
Training.Coordinator@sungard.com



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