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Reception - Wednesday, February 17, 5:15 p.m. Join us for a cocktail reception with light hors d’oeuvres.
Document and Restatement Management Services
Wednesday, February 17, 12:00 p.m. Do you have 300 or more defined contribution plan documents? With our document management service, we can be your “invisible” back office partner for completing your EGTRRA plan document restatements, and/or handling all of your plan maintenance needs including generating new plan document packages, processing plan amendments (both employer-requested and IRS-required), safe harbor notices, and more. Join us for an informal luncheon discussion!
Survival Guide for Navigating EFAST2
Wednesday, February 17, 12:00 p.m. On January 1, 2010, EFAST2 introduced significant changes and a host of new challenges to service providers and plan sponsors filing Form 5500. Now that electronic filing is a requirement, you should be reviewing your processes and procedures, and preparing your staff and clients on what to expect. Your clients will need Internet access, digital credentials, and an understanding of how to file under EFAST2. Join us for lunch and an overview of the Relius products that can help you with this transition.
Relius Administration and 403(b) Processing
Wednesday, February 17, 12:00 p.m. The deadline to conform to the changing rules and regulations that govern 403(b) plans is no longer a distant worry, it’s upon us now. Join us for lunch and an overview of how SunGard’s Relius Administration system is uniquely positioned to allow your firm to handle the recordkeeping and administration of these plans, including compliance processing, information sharing agreements, participant Web access with aggregated account information, and much more.
Relius Documents User Group
Thursday, February 18, 7:30 a.m. Join our staff to learn about new software functionality, preview projects in design, and discuss future enhancements to the Relius Documents system. Provide feedback, ask questions, and give us your ideas.
Relius Government Forms Web Client
Thursday, February 18, 12:30 p.m. Form 5500 must be electronically filed beginning January 2010. Are you and your clients ready? Modifying your existing procedures and routines and helping your clients understand how to collaborate with you electronically are essential to meet the new requirements of the EFAST2 system. SunGard's Relius Government Forms 5500 Web Client is a secure, interactive, online solution that provides you and your clients an efficient and easy way to gather all necessary information and electronically file 5500 forms and schedules. Join us for lunch and see a demonstration of 5500 Web Client; our EFAST2 solution.
Meal is provided for all product presentations/discussions. Seating is limited – RSVP on the Registration Form. For more information about these Relius products, call 800-326-7235, Ext. 1100.
