SunGard Relius

Legend	New User	Experienced	Advanced	New Event	Free Event
Show Descriptions

The following are available with an annual subscription to the Training Passport.
Relius Administration
13.0 Series: What's New
	What's New in Relius Administration 13.0	30 Min
Allocation Series
	Match & Discretionary Match Contributions	60 Min
	Integrated Allocations	60 Min
	Ideal Salaries	60 Min
	Catch - Up Contributions	60 Min
	RA Allocation Series Certification Test	60 Min
Census Series
	Data Entry Power Tools	60 Min
	Account Balance & Census Updates	60 Min
	Working with Divisions	60 Min
	Census History	60 Min
	RA Census Series Certification Test	60 Min
Compliance Series
	ADP / ACP Introduction	60 Min
	ADP / ACP Testing	60 Min
	ADP / ACP Correction Methods	60 Min
	Top-Heavy Plans	60 Min
	Employer Contribution Optimizer	60 Min
	RA Compliance Series Certification Test	60 Min
Daily Valuation Series
	Cash to Unit Conversion Processing	60 Min
	Working with Investment Models	60 Min
	SEC Rule 22c-2	60 Min
	Relius Revenue Manager	60 Min
	Cash Reconciliation	60 Min
	RA Daily Valuation Series Certification Test	60 Min
Distributions & Forfeiture Series
	Handling New Terminees	60 Min
	Understanding Forfeitures	60 Min
	Termination Distributions	60 Min
	Hardship (et al.) Distributions	60 Min
	RA Distributions & Forfeitures Certification Test	60 Min
Eligibility Series
	Plan Entry Requirements	60 Min
	Computed Compensation & Allocation Requirements	60 Min
	Working with Plan Status Codes	60 Min
	Eligibility By Source	60 Min
	RA Eligibility Series Certification Test	60 Min
Loan Series
	Loan Originations	60 Min
	Processing Loan Payments	60 Min
	Importing Loan Payments	60 Min
	Loan Terminations	60 Min
	RA Loan Series Certification Test	60 Min
Managing System Activity Series
	System and User Profiles	25 Min
	Using Plan Access Codes	10 Min
	Tracking Changes in Census and Plan Specifications	10 Min
	Using Data Administrator	15 Min
	System Options in Relius Administration	5 Min
	RA Managing System Activity Certification Test	60 Min
New Learner Series
	An Introductory Tour of Relius Administration	30 Min
	An Overview of System Tables	10 Min
	Creating a New Plan in Relius Administration	45 Min
	Processing a New Plan in Relius Administration	60 Min
	Census Elements & Census DERs for Plan Processing	60 Min
	Processing Transactions and Generating Reports	30 Min
	Using Queries in Relius Administration	60 Min
	Getting Help in Relius Administration	30 Min
	RA New Learner Series Certification Test	60 Min
Section 125/Cafeteria Series
	Sec 125: Debit Card Processing	90 Min
	What’s New in Relius Admin 11.0 (125 System)	90 Min
	Grace Period Processing in RA 11.0 (125 System)	60 Min
Takeover Series
	Coding Plans and People in Takeover Plans	60 Min
Transaction Processing Series
	Transaction Processing Basics	60 Min
	Transaction Import/Export	60 Min
	Understanding Receivables	60 Min
	Whole Share Processing	60 Min
	Fee Schedules	60 Min
	RA Transaction Processing Certification Test	60 Min
Crystal
Crystal Reports Series
	Crystal: Basic Navigation	30 Min
	Crystal: Understanding Tables, Fields and Links	60 Min
	Crystal: Customizing Reports With Graphs	60 Min
	Crystal: Power Tools	60 Min
	Crystal: Introduction to Formulas	60 Min
	Crystal: Sub-Reports	60 Min
	Crystal Quickies (Five - Five Minute Moves)	30 Min
	Reporting Options	60 Min
Relius Documents
Documents Series
	Step-by-Step	10 Min
	Why Validate?	10 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.