NOTICE OF CHANGE FOR SEMINAR REGISTRATIONS:
To register for Relius Education seminars and conferences, please login or register for a new login account before proceeding. For more information, please see the Benefits of a Relius User Login Account. For assistance, please contact Client Services at 800-326-7235, and select Option 6.

Relius Software Users Conference
Amelia Island, FL - 6/5/2006 - 6/6/2006

Highlights
Sessions and Descriptions: (sessions and speakers are subject to change)

General Sessions:

Welcome
This first meeting of the conference is for everyone! Our president, Don Mackanos, shares his observations about the state of the industry and how Relius solutions are being enhanced to keep you on the forefront of the market.

Industry Update – Panel
Join our industry panelists to learn how they are addressing current business challenges, including policies on fee disclosures, redemption fee tracking and reporting and market timing policies.

Software Training:

Legislative Impact – Roth … EGTRRA … EFAST
Roth 401(k) Review and Processing Relius Administration

Relius Administration makes it easy for you to administer qualified Roth contribution programs in accordance with the latest IRS guidance. Join us to learn the most efficient way to process these plans. John Taylor
Including Roth 401(k) Comparisons in Plan Proposals Relius Proposal

Learn about the new Roth 401(k) comparison utility, and features like the new “cut and paste” data entry tool, the plan limitations utility and more. Get to the head of the class and simplify your life by discovering how much more you can do with the system in addition to running proposals. Warren Jennings/Chris Stroud
EGTRRA Restatements – Relius Documents User Group Relius Documents

Get on the inside-track of the enhancements being developed to accommodate the EGTRRA restatement process using Relius Documents software! The discussion includes your feedback on the special functionality being developed. Merrie Anne Sharpe

Let’s Rap About RAP (Remedial Amendment Period) Relius Documents

Now that you have submitted your IRS user fees, our document consulting staff explains what to expect and where we are headed in the next phase of the EGTRRA restatement process. Robert Richter, J.D., LL.M.

The Latest and Greatest on EFAST II Relius Government Forms

Learn all about what EFAST is planning and changes that are being discussed. Mike Lafond

New Efficiencies:
New Participant Web Capabilities: Automatic Enrollment/Paperless Distributions Relius Administration

One – let your clients’ new employees enroll in the plan on day one, and automatically begin deferring only when they become eligible – eliminating a step in your process! Two – let terminated participants start a distribution transaction from the Web for lump sum, rollover, qualified plan rollovers or recurring distributions. Learn how to set up and use these two new Web innovations for maximum efficiency. Kelly Kolby

Relius Revenue Manager – Can You Track Fees – Accurately? Relius Administration

Are you even close? Revenue Manager supports reconciliation and reporting of revenue sharing attributable to mutual fund accounts administered. Learn how to track sub-transfer agent fees, shareholder service fees, 12b-1 fees, and finder’s fees at both plan and omnibus levels. Get set now to monitor all sources of revenue attributable to plan assets. Michele Coletti

Cash Reconciliation and Integration to Trust Accounting Relius Administration

There’s much to learn in this session to simplify your processes. Import cash balances from an outside custodian, compare custodian balance to the Relius cash balance calculation based on outstanding trades. Reconcile your cash positions daily. Paul Lind
Distribution Processing and Export Relius Administration

Are you creating your distribution transactions properly? Are your 1099s being mailed to the proper address? Join us for this overview of proper distribution processing and data export. Export instructions for AST Trust Company, Mid Atlantic and Schwab Trust will be reviewed. Kelly Durante
Non-Discrimination Testing Enhancements for DB & DC Relius Administration

Version 11.0 permits the aggregation of defined benefit and defined contribution plans. This session offers examples of how to use these new features to include certain plans, exclude certain plans, test on an allocations basis, gateway test and more. Frank Prager
5500 Web Client – e-Delivery for 5500s Relius Government Forms

Imagine never having to mail another 5500 package. Learn how you can send your plan sponsors all their 5500 information via the Internet, safely and securely! Plus, with your permission, your clients can verify and edit the data provided, and print the completed return to mail to the DOL, or keep as a copy. Meet all those filing deadlines – no worries about late returns! Mike Lafond
1099/W-2 Outsourcing Relius Government Forms

File your forms effortlessly with 1099/W-2 outsourcing. We show you step-by-step how our 1099/W-2 Outsourcing Service relieves the burden of manually filing your 1099s and W-2s (Federal copies as well as printing and mailing your Recipient copies). Simplify your end-of-year processing with 1099/W-2 outsourcing. Mike Lafond

Underused, Underappreciated Features:

Classically Misunderstood Features (2 hours) Relius Administration

Join us for this double session as we review a number of options in plan specifications which appear to be classically misunderstood. Selections in this group also include items generally not understood or without an appreciation of related consequences. Alan Gross
Classically Underused Features Relius Administration

We tend to be creatures of habit, performing our tasks in the same way we first learned. In this special updated session, we look at many features of Relius Administration that could be used by everyone, but are not. Not everyone may be able to use them all, but if you can learn about one feature or function that will make your job easier, it just might make your day. Alan Gross/John Taylor
Tips and Tricks for PC Users Relius Documents PC

Use your Relius Documents PC system better. Learn the commonly underused features that help process plan documents more efficiently, such as default projects, copy feature, library files, tracking, and document reporting in the PC system. Beverly Jackson
9 Simple Rules of Modifications Relius Documents PC

Do you know that when adding text to a document, it should always turn blue? Not sure when to use “MarkRevision”? This session shows you how to modify your documents quickly and efficiently. Beverly Jackson
How Do I … A True Government Forms Show and Tell Relius Government Forms

There are many features in Relius Government Forms 5500 to make the filing process faster and easier. We’ll show you the most useful but often overlooked features to save you both time and money, as well as discuss the top support issues. Kevin Caringer/Mark Hultgren

Technology and Support:
Relius Suite Manager Relius Administration

See this new technology maintenance tool in action. Developed to assist both individuals and departments, this application will automate many of the manual technology responsibilities of database and agent operations. During this presentation we review some of the capabilities including database monitoring, agent monitoring, backups and export scheduling, as well as learn how to tie the alert system into a pager or cell phone. Steve DeSanto
Relius Administration Technology Update Relius Administration

During this session we discuss the hardware changes for future Relius Administration releases. Topics include migrating servers, backup and recovery, environment troubleshooting, and technical industry information. We’ll also hold an open forum to address technology or hardware topics specific to your business. Steve DeSanto
Security Profiles – Know Your Rights! Relius Administration

This session shows you options for configuring security profiles to best control system access of your staff based on individual job function. We review new security profile parameters and discuss the enhancements to security that you may need. John Daugherty
Relius Documents Technology Relius Documents PC

Learn valuable tips from our technology staff on backups, database maintenance and disaster recovery with your Relius Documents PC system. Plus, we discuss the Gupta database to SQL changes in our PC 4.0 release. Kendall White
Maintaining High Availability Environments Relius Administration

During this session we discuss all technical aspects of maintaining a real-time high availability environment. Topics include hardware, software, environment configuration, expenses, replication, parallel, and failover/disaster facilities. We also discuss how to meet high availability goals in a cost-effective manner. Steve DeSanto
Relius Administration Technology Troubleshooting Relius Administration

Open discussion of technical issues and details regarding maintaining the environment and good troubleshooting techniques. We discuss common industry tools to help with the operation and administration of your environment. Steve DeSanto
Relius Administration Advanced Support Issues Relius Administration

In this session we examine some of the most common Relius Administration advanced support issues. John Taylor
Relius Documents Support Relius Documents

Why are some questions in screen entry red? Is there a short cut for taking existing plan information and switching it to a different type plan without retyping everything? How can I retrieve my Relius Documents projects if my system crashes? Get answers to these common questions and others. LaToya Saunders

Relius Support Labs

Sign up for a one-hour support lab for a personalized session with a support technician. Bring your questions and get the answers you need. E-mail your topics before the Conference to the designated contact below.

Relius Government Forms Support Lab is open all day Monday and Tuesday. Bring your questions – we’re here to help.

Reports and Certificates:
Crystal – Most Wanted Relius Administration

Many users want to change reports from time to time – add new groups such as divisions, change the sort order and page-breaks, re-organize, add something, delete something. Some modifications are easy – others, more involved. This session reviews some of the most requested Crystal reports changes and enhancements. Mark Reasoner
Participant Certificates – Certified Fun Relius Administration

Relius Administration now ships with more than two dozen participant certificate report designs (not including dozens of summary of account report versions that may also serve the purpose). In this session, we slice and dice a typical certificate design to illustrate how to customize with performance graphs, sub-reports, rate of return sections, and custom formats. Mark Reasoner
Executive Summary Reports – Extreme Makeover Relius Administration

Embed 12 or more sub-reports into one report shell along with an automated table of contents and you have the powerful executive summary report. Attend this session to learn how to add, modify, or suppress sections of this report to create custom versions of your own. Alan Gross

125s – HSAs:
125 Administration – What’s New Relius Administration

Administer all types of Cafeteria Plan benefits, including Health FSA, Dependent Care FSA, HRA, Transit and Parking, HSA and Premium Conversion benefits. Learn about new e-mailing capabilities, claim batch summations, HRA deductible, check stock definitions, straight-through processing, and the new grace period rules under Notice 2005-42. Plus you’ll learn what the future holds for this expanding system. Denise Speiser
125 Debit Card Relius Administration

A great way to streamline claim processing for your cafeteria plan business is to use our Electronic Claim Vendor interface. Sure to help you improve efficiency – knowing how to implement electronic claims processing is vital for running a successful 125 plan business. Denise Speiser
How to Administer HSAs in Relius Administration Relius Administration

Health Savings Accounts are a great way for employees to save for current and future medical expenses, as well as an alternate investment vehicle with deductible contributions and tax-free earnings. Learn how to administer HSAs in Relius Administration using the directed investment feature, and understand how these capabilities work with the 125 debit card. Michele Coletti

Defined Benefit:
Defined Benefit Makeover Relius Administration

Enhancements to the DB system since our 2005 Conference include DB/DC nondiscrimination testing, employee contributions, performance improvements, and more. We review version 10.1, 11.0 and upcoming features. Frank Prager
How Can I Do This? (Defined Benefit Q&A) Relius Administration

Join Frank Prager and colleagues for an open discussion about defined benefit processing in Relius Administration. You may suggest the topics by submitting your questions before the session! Frank Prager

Growing Your Business:
Relius Administration ASP (hosted service) Relius Administration

Eliminate your technology maintenance costs and get a data recovery plan as well. Learn about how we can host the technology – you connect securely – and get the same service and features to which you are accustomed. This is also an attractive way to enter the daily recordkeeping market without a significant investment. Chip Moore
Advanced Plan Design Relius Proposal

Use the power of Relius Proposal to maximize contributions and to perform complex cross-tested “solve-to-pass” calculations on new and existing plans. Relius Proposal can help you close more sales by incorporating your advanced plan design results into easy-to-understand, side-by-side illustrations featuring up to five plan designs simultaneously. Warren Jennings/Chris Stroud
Relius Recovery Services Relius Administration

Can you service your clients if your building became inaccessible? You need a plan in place. In this session learn how to leverage the Relius Administration ASP as your reliable, cost-effective data continuity platform. Ted Harkness

SunGard Transaction Network:

SunGard Transaction Network (STN) Users – Best Practices Relius Administration

Join us as we review B50, cash reconciliation with Mid Atlantic, same day exchanges, and more. There are many important setup issues for you to learn that impact how new features can work for you. Kelly Kolby
STN/Relius/Mid Atlantic Interface Relius Administration

Learn the inner workings of the information flow between STN, Relius and Mid Atlantic. These include importing cash balances and activity from Mid Atlantic to Relius Administration, sending distribution information to Mid Atlantic from Relius using the Mid Atlantic Web service, and more. Paul Lind
22c-2 Reporting and Compliance – STN Relius Administration

The NSCC reporting platform goes live in October 2006. Learn how STN is changing to accommodate this. This is a valuable forum where you can share concerns and ideas with peers. Michele Coletti