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

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Seminars (23) Multi-Event Specials (8) Conferences (3) Web Seminars (8) Archived Web Seminars (67)

Covering a wide range of timely pension and benefit topics - on location in your city.
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Status	Title	City, State	Date
Open	Form 5500 Workshop (1-day program)	Baltimore, MD	5/17/2012
Open	401(k) Plan Workshop (1-day program)	Baltimore, MD	5/18/2012
Open	Form 5500 Workshop (1-day program)	Charlotte, NC	5/23/2012
Open	Form 5500 Workshop (1-day program)	Cincinnati, OH	5/23/2012
Open	Form 5500 Workshop (1-day program)	Portland, OR	5/23/2012
Open	401(k) Plan Workshop (1-day program)	Charlotte, NC	5/24/2012
Open	401(k) Plan Workshop (1-day program)	Cincinnati, OH	5/24/2012
Open	401(k) Plan Workshop (1-day program)	Portland, OR	5/24/2012
Open	Form 5500 Workshop (1-day program)	San Francisco, CA	5/30/2012
Open	Form 5500 Workshop (1-day program)	Seattle, WA	5/30/2012
Open	401(k) Plan Workshop (1-day program)	San Francisco, CA	5/31/2012
Open	401(k) Plan Workshop (1-day program)	Seattle, WA	5/31/2012
Open	Form 5500 Workshop (1-day program)	Nashville, TN	5/31/2012
Open	401(k) Plan Workshop (1-day program)	Nashville, TN	6/1/2012
Open	Form 5500 Workshop (1-day program)	New Orleans, LA	6/7/2012
Open	401(k) Plan Workshop (1-day program)	New Orleans, LA	6/8/2012
Open	Fundamentals of 401(k) and Other Qualified Plans	Denver, CO	6/13-15/2012
Open	Fundamentals of 401(k) and Other Qualified Plans	Dallas, TX	6/20-22/2012
Open	Fundamentals of 401(k) and Other Qualified Plans	Atlanta, GA	6/27-29/2012
Open	Fundamentals of 401(k) and Other Qualified Plans	Minneapolis, MN	7/11-13/2012
Open	Fundamentals of 401(k) and Other Qualified Plans	Kansas City, KS	7/18-20/2012
Open	Fundamentals of 401(k) and Other Qualified Plans	Chicago, IL	7/24-26/2012
Tentative	Just for ERPAs Workshop	Chicago, IL	9/4/2012

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!

5/23-24/2012

Charlotte, NC

Status	Title	Date	Event Fee

Open

Online registrations are currently being accepted.

Form 5500 Workshop (1-day program)

5/23/2012

$435.00

Open

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

5/24/2012

$435.00

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

5/23-24/2012

Cincinnati, OH

Status	Title	Date	Event Fee

Open

Form 5500 Workshop (1-day program)

5/23/2012

$435.00

Open

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

5/24/2012

$435.00

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

5/23-24/2012

Portland, OR

Status	Title	Date	Event Fee

Open

Form 5500 Workshop (1-day program)

5/23/2012

$435.00

Open

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

5/24/2012

$435.00

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

5/30-31/2012

San Francisco, CA

Status	Title	Date	Event Fee

Open

Form 5500 Workshop (1-day program)

5/30/2012

$435.00

Open

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

5/31/2012

$435.00

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

5/30-31/2012

Seattle, WA

Status	Title	Date	Event Fee

Open

Form 5500 Workshop (1-day program)

5/30/2012

$435.00

Open

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

5/31/2012

$435.00

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

5/31-6/1/2012

Nashville, TN

Status	Title	Date	Event Fee

Open

Form 5500 Workshop (1-day program)

5/31/2012

$435.00

Open

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

6/1/2012

$435.00

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

6/7-8/2012

New Orleans, LA

Status	Title	Date	Event Fee

Open

Form 5500 Workshop (1-day program)

6/7/2012

$435.00

Open

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

6/8/2012

$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 Benefit Administration Summit	Amelia Island, FL	8/5-7/2012
Definite	Advanced Pension Conference	Chicago, IL	9/5-7/2012
Definite	Advanced Pension Conference	Orlando, FL	2/6-8/2013

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.

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

Status	Title	Date	Time	Duration
Closed	Participant Disclosures: Working with the New DOL Rules	5/17/2012	2:00 PM	100
Open	Participant Disclosures: Working with the New DOL Rules - Encore	5/30/2012	12:00 PM	100
Open	Form 5500/EFAST2 for Welfare Plans 2012 - A Two-Part Program	6/5/2012	12:00 PM	200
Open	Oh Say, Can You C: Making Sense of Schedule C	6/12/2012	2:00 PM	100
Open	Forms 5500 and 8955-SSA for 403(b) Plans - A two-part program	6/14/2012	2:00 PM	200
Open	Practical Guide to Plan Fee Disclosures: June 2012 Update	6/18/2012	2:00 PM	300
Tentative	ERPA Test Review Web Seminar - Part I, June 2012	6/26/2012	2:00 PM	360
Tentative	ERPA Test Review Web Seminar - Part II, July 2012	7/10/2012	2:00 PM	360

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) Plans for 401(k) Practitioners - A three-part program	7/22/2009	300
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(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	Cash Balance Plans for Defined Contribution Practitioners (3 sessions)	9/16/2009	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	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	2/1/2011	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	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 2008: A New Look	9/23/2008	100
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-SF – The Simplified Alternative to Form 5500	7/13/2010	100
Open	Good News on PTINs: What It Means and What’s Left	1/18/2011	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: 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	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 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	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	Schedule C: C Is for Confusion	1/28/2010	100
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	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 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	Top Heavy - A Modern Perspective Archived Event	3/16/2004	75
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