SunGard Relius

Education Events
Private/Onsite Seminars
Usergroups

Relius Education
The Pension Library
5500 Filing Guide
Seminars on DVD
SmartPass
Pension Educator Series
ERPA-SEE Preparation

Pension News
Technical Updates
Official Resources
Other Resources

Already Registered?
Web Seminar Login
Archived Seminar Login

Seminars (17) Multi-Event Specials (5) Conferences (3) Web Seminars (4) Archived Seminars (90)

Covering a wide range of timely pension and benefit topics - on location in your city.
Looking for Relius Software Training? Search our Training Section.

How are you staying up-to-date about Relius Education seminars and workshops that are coming to your area?
Save time and stay updated by subscribing to our free e-mail Newsletters for Seminars and Conferences. We’ll send you an e-mail alert whenever programs become available for online registration. You simply follow the links in the e-mail to the information on our Web site. Convenient and easy!

New subscriber? Establish a Login and choose the types of e-mail content you wish to receive. It's simple and fast.
Already subscribed? Login now to update your e-mail address, and choose the types of e-mail content you wish to receive.

Status	Title	City, State	Date
Open	401(k) Plan Workshop (1-day program)	Norfolk, VA	5/24/2013
Open	Form 5500 Workshop (1-day program)	Cincinnati, OH	5/29/2013
Open	Form 5500 Workshop (1-day program)	Portland, OR	5/29/2013
Open	401(k) Plan Workshop (1-day program)	Cincinnati, OH	5/30/2013
Open	401(k) Plan Workshop (1-day program)	Portland, OR	5/30/2013
Open	Form 5500 Workshop (1-day program)	Nashville, TN	5/30/2013
Open	401(k) Plan Workshop (1-day program)	Nashville, TN	5/31/2013
Open	401(k) Plan Workshop (1-day program)	Knoxville, TN	6/6/2013
Open	Form 5500 Workshop (1-day program)	Irvine, CA	6/6/2013
Open	401(k) Plan Workshop (1-day program)	Irvine, CA	6/7/2013
Open	Fundamentals of 401(k) and Other Qualified Plans	Denver, CO	6/12-14/2013
Open	Fundamentals of 401(k) and Other Qualified Plans	Atlanta, GA	6/19-21/2013
Open	Fundamentals of 401(k) and Other Qualified Plans	Kansas City, KS	6/26-28/2013
Open	Fundamentals of 401(k) and Other Qualified Plans	Minneapolis, MN	7/10-12/2013
Open	Fundamentals of 401(k) and Other Qualified Plans	Dallas, TX	7/17-19/2013
Open	Fundamentals of 401(k) and Other Qualified Plans	Chicago, IL	7/24-26/2013
Tentative	Just for ERPAs Workshop	Chicago, IL	8/27/2013

If the program you want is closed, please e-mail relius.education@sungard.com for information about possible last-minute openings, or if you have questions or need more information.

Back to Back Scheduling

Enjoy the convenience of consecutive sessions on consecutive days!
Register for additional programs in the same location -- save time and money

Early registration discount per program if registered 15 days in advance of events
Register for 2 or more events and receive a Multi-Event discount

Please note that fees shown do not reflect additional discounts, which may be applied during registration.

Jump to a location near you!

5/29-30/2013

Cincinnati, OH

Status	Title	Date	Event Fee

Open

Online registrations are currently being accepted.

Form 5500 Workshop (1-day program)

5/29/2013

$435.00

Open

401(k) Plan Workshop (1-day program)

5/30/2013

$435.00

		Multi-Event	Early Bird	Discounted Fee
	$870.00	- $45.00	- $50.00	= $775.00

5/29-30/2013

Portland, OR

Status	Title	Date	Event Fee

Open

Form 5500 Workshop (1-day program)

5/29/2013

$435.00

Open

401(k) Plan Workshop (1-day program)

5/30/2013

$435.00

		Multi-Event	Early Bird	Discounted Fee
	$870.00	- $45.00	- $50.00	= $775.00

5/30-31/2013

Nashville, TN

Status	Title	Date	Event Fee

Open

Form 5500 Workshop (1-day program)

5/30/2013

$435.00

Open

401(k) Plan Workshop (1-day program)

5/31/2013

$435.00

		Multi-Event	Early Bird	Discounted Fee
	$870.00	- $45.00	- $50.00	= $775.00

6/6-7/2013

Irvine, CA

Status	Title	Date	Event Fee

Open

Form 5500 Workshop (1-day program)

6/6/2013

$435.00

Open

401(k) Plan Workshop (1-day program)

6/7/2013

$435.00

		Multi-Event	Early Bird	Discounted Fee
	$870.00	- $45.00	- $50.00	= $775.00

Our Spring/Fall Advanced Pension Conferences address current pension legislation and important technical issues. Our annual Client Conference addresses our latest software and business developments.

Status	Title	City, State	Date
Definite	SunGard's Relius Summit 2013	Amelia Island, FL	6/2-5/2013
Definite	Advanced Pension Conference	Chicago, IL	8/28-30/2013
Closed	Advanced Pension Conference	Orlando, FL	2/5-7/2014

If the program you want is closed, please e-mail relius.education@sungard.com for information about possible last-minute openings, or if you have questions or need more information.

Keep up with new laws and regulations that need to be understood now - conveniently via the Web.

Web Events

Status	Title	Date	Time	Duration
Open	Forms 5500 and 8955-SSA for 403(b) Plans 2013 - A 2-part program	6/11/2013	12:00 PM	200
Open	Form 5500 for Welfare Plans 2013 - A two-part program	6/13/2013	12:00 PM	200
Open	Rehired & Part-time Employees and Early Eligibility Provisions	6/18/2013	12:00 PM	100
Open	Cash Balance Plans for 401(k) Practitioners 2013 - 3 parts	6/25/2013	12:00 PM	300

PLAN AHEAD
List of Upcoming Web Seminars

WEB SEMINAR SMARTPASS
A smart way to save on Web Seminars.

If the program you want is closed, please e-mail relius.education@sungard.com for information about possible last-minute openings, or if you have questions or need more information.

Status	Title	Date Recorded	Duration
Open	401(k) Plan Current Developments	6/16/2009	100
Open	401(k) Testing Techniques	2/24/2011	100
Open	403(b) Plan Corrections: Correcting Under the New EPCRS Procedure	3/21/2013	100
Open	403(b) Terminations, Transfers and Exchanges	12/11/2008	100
Open	403(b) Terminations: What We Know and Want to Know	3/16/2011	100
Open	403(b): The Burning Questions	3/17/2010	100
Open	409A Forgiveness: Round 2	3/4/2010	100
Open	457(b) Plans for 401(k) Practitioners 2013	4/16/2013	100
Open	457(f) Plans - F is for Forfeiture (Archived Event)	2/20/2007	100
Open	A 401(k) Practitioner’s Guide to 457(b) Plans	9/14/2010	100
Open	A First Look at Approved 403(b) Prototypes	5/27/2009	100
Open	Aggregation Aggravation – Controlled groups in 2009	8/27/2009	100
Open	Automatic Enrollment: QDIA, EACA, and QACA (Archived Event)	11/28/2007	100
Open	Automatic Enrollment: The Future Is Now	3/31/2009	100
Open	Bank On It! - New DOL Focus on Deferral Deposits (Archived Event)	3/25/2008	100
Open	Brokerage Accounts and 404a-5: Making Sense of the Rules	8/9/2012	100
Open	Cash Balance Plans for 401(k) Practitioners - A 3-part Program	2/7/2012	300
Open	Compensation - The Foundation Web Seminar (Archived Event)	4/17/2007	100
Open	Correcting Nonamenders: Restatement and Other Amendment Failures	9/21/2010	100
Open	Coverage - Basics and Beyond (Archived Event)	3/9/2006	90
Open	Cross-Tested and Safe Harbor 401(k) Plan Design	12/17/2009	100
Open	Cross-Tested Plans Workshop - A 3-part Web Seminar	8/18/2009	300
Open	Cross-Testing: Making the Most of Single-Member Groups	11/24/2009	100
Open	Death and the 401(k) Plan	7/19/2012	100
Open	Defined Benefit Plans for DC Practitioners - A two-part program	6/30/2009	200
Open	Documented Confusion: Understanding Restatement Procedures	2/26/2009	100
Open	DOL and IRS Compliant Participant Notices	11/30/2010	100
Open	Earned Income: Computing Compensation for the Self-Employed, 2013	3/19/2013	100
Open	EFAST 2: A New Decade in Plan Reporting	1/26/2010	100
Open	EFAST2 Troubleshooting	8/17/2010	100
Open	EFAST2: Amendments, Late Filings and Short Plan Years	8/19/2010	100
Open	Electronic Notices: Fee Disclosure and Beyond	10/10/2012	100
Open	Eligible 457 Plans in 2007 (Archived Event)	1/30/2007	100
Open	Employees in the Military: The New HEART Notice	2/11/2010	100
Open	EPCRS 2013: What's Changed? What's New? What Does It Mean?	1/25/2013	100
Open	ERISA Recapture Accts, Forfeiture Allocations & Lost Participants	3/26/2013	100
Open	ERPA Test Review Web Seminar - Part I, January 2013	1/2/2013	360
Open	ERPA Test Review Web Seminar - Part II, January 2013	1/9/2013	360
Open	Ethics with a Smile	12/2/2009	100
Open	Form 5500 for Welfare Plans: EFAST & EFAST2 - A Two-Part Program	6/3/2009	200
Open	Form 5500/EFAST2 for Welfare Plans 2012 - A Two-Part Program	6/11/2012	200
Open	Form 5500-SF – The Simplified Alternative to Form 5500	7/13/2010	100
Open	Forms 5500 and 8955-SSA for 403(b) Plans - A two-part program	6/14/2012	200
Open	Fundamentals 01: Eligibility, Jan '13	1/7/2013	60
Open	Good News on PTINs: What It Means and What’s Left	1/18/2011	100
Open	Government Plans: The Oddity of the Retirement Plan World-2 parts	3/28/2012	200
Open	In-Plan Roth Transfers: The New Wrinkle	2/14/2013	100
Open	IRS Form 5330: Line-by-Line	4/4/2013	100
Open	Issuing 1099-R Forms for New Distribution Types	12/9/2010	100
Open	Making and Taxing Corrective Distributions After PPA	3/5/2009	100
Open	Making the Most of In-Plan Roth Rollovers	12/7/2010	100
Open	Multiple Employer Plans: Aftermath of DOL Guidance	6/26/2012	100
Open	Multiple Employer Plans: Perils and Possibilities	1/11/2011	100
Open	New Options For Part-Timers-Best of Both Worlds Archived Event	4/6/2006	75
Open	Nondiscrimination Testing - Basics and Beyond Archived Event	3/16/2006	90
Open	Nonqualified Deferred Comp. Workshop: Code §§409A and 457(f)	3/19/2013	300
Open	Oh Say, Can You C: Making Sense of Schedule C	6/12/2012	100
Open	Participant Disclosures After FAB 2012-2: A Game Changer	7/17/2012	100
Open	Participant Fee Disclosure-The Third Time Is the Charm	11/16/2010	100
Open	Participant Troubles: Loans and Hardship Distributions	4/7/2009	100
Open	Plan Amendments: Procedures, Timing, Cutbacks & Other Issues	4/2/2013	100
Open	Plan Loans - Basics and Beyond (Archived Event)	5/23/2006	90
Open	Plan Troubles: Reductions, Terminations, and Valuations	4/9/2009	100
Open	Power Struggle - New Power of Attorney Rules for 2848	7/15/2010	60
Open	Practical Guide to Plan Fee Disclosures: June 2012 Update	6/18/2012	300
Open	PTIN and Me: New Rules; New Duties; New Questions	10/26/2010	100
Open	Retirement, Termination, and Change (Archived Event)	9/25/2007	100
Open	Rollovers As Business Startups: Too Good To Be True?	12/16/2008	100
Open	Roth 2008: The Longer We Go, The More We Know	6/19/2008	100
Open	Safe Harbor 401(k) Plan Design	10/16/2008	100
Open	Safe Harbor Plan Workshop – A 3-part Web Seminar	9/9/2009	300
Open	Strategies for Cross-Tested Plans in EGTRRA Restatements	11/13/2008	100
Open	Testing 403(b) Plans in 2009	9/24/2009	200
Open	Testing for Related Employers	10/5/2012	100
Open	The 409A Hammer Strikes: Are You Ready for 2009?	12/9/2008	100
Open	The Dirty Dozen: Fixing the Most Common 401(k) Blunders	4/22/2008	100
Open	The Final 415 Regulations: What You Need to Know Now (Archived)	4/26/2007	100
Open	The Fundamentals of Cross-Tested Plans 2013 - A 3-part program	2/12/2013	300
Open	The Ins and Outs of Benefits, Rights, and Features	10/26/2012	100
Open	The New 5500-EZ: At last!	6/8/2010	100
Open	The New Form 8955-SSA: Who, What, When, and How - July 2011	7/14/2011	100
Open	The New Service Provider Fee Regs: The Wait Is Over	8/10/2010	100
Open	The Relius 403(b) Prototype: Making It Work for You	10/1/2008	300
Open	To Roth or Not to Roth	10/21/2009	100
Open	To Roth or Not to Roth 10/13/10	10/13/2010	100
Open	To Roth or Not to Roth 2013	2/15/2013	100
Open	Top Heavy - A Modern Perspective Archived Event	3/16/2004	75
Open	VCP Under EPCRS 2013: Step-by-Step	3/28/2013	100
Open	What You Don’t Know About HCEs, and Key Employees	5/18/2009	100
Open	You've Gotta Have HEART: New Pension Rules for Veterans	7/17/2008	100

A full listing of all events at SunGard Relius. Keep up with us through our seminars, user groups, webcasts, conferences, and tradeshows.