Relius Documents PC Features / Modules

If you prefer the control of hosting your own document generation software right from your office, Relius Documents PC is the choice for you. It has an internal tracking system that maintains a historical record for all your Self-Funded plans with a time and date stamped each time the plan is accessed or modified.

Administrative Services Agreement (ASA)
Our ASA asks questions and provides answers you need to lay the groundwork for a healthy working relationship with your clients. This document clearly outlines the services you provide as well as your client’s obligations as they relate to the services. The ASA ensures that both you and your client understand each other’s responsibilities.

NEW High Deductible Health Plan (HDHP)
Available in our Self-Funded plans – just check the appropriate questions as you complete our checklist using any of our services or systems.

Plus, you can combine an HDHP with a Health Savings Account (HSA) - providing your clients traditional medical coverage and a tax-free way to build savings for future medical expenses

Total Support
With Relius Documents Self-Funded, you get uncommonly-expert support. Our nationally-recognized employee benefits consultants are always available to assist you. And, our software support team offers personalized service that's available after hours and on weekends. Plus, we actively schedule comprehensive Relius Documents Self-Funded training classes at our Jacksonville, Florida, headquarters.

With Relius Documents, you get worry free plan document creation and worry-free client relations!

With Relius Documents, you get worry free plan document creation and worry-free client relations!

Key Benefits

  • Complete document package including SPD and all enrollment and election forms
  • Design flexibility - our checklist approach helps you meet your client's individual needs
  • Occasional to substantial language-change capability
  • Health consulting services for answers to your health plan questions

NEW Short Amendment Module
Now you can amend your plan by simply answering a few questions, the system does the rest! For Self-Funded plans, create a cover letter, plan amendment, and Summary of Material Modifications (SMM). For Cafeteria Plans, generate a SunGard-Designed or a Self-Designed Amendment. Plus, the amendment links back to your original plan, making it quick and easy to identify which plans have been modified!

SPD Booklets
With Relius Documents, you can prepare landscape SPD documents. You simply download the SPD file to SunGard. Using our printing department assures you of accuracy at all levels and, it's easy to do! We offer several cover styles and font styles to choose from. We can even customize the booklets with your client's logo. Don't underestimate the positive impact that professionally prepared SPDs have on plan sponsors and employees. Let us support your firm's professional image with our printing services today!

Tracking
Relius Documents internal Tracking System automatically records and displays a historical record for each project (document package) created. The Tracking System tells you when you've created, built, modified, printed, and even archived a project. You can also enter your own user-defined codes such as mailed-to-client, approved by client, etc. Tracking is an excellent tool for maintaining an audit trail for all your document projects.

Document Reporting System (DRS)
Available as an add-on module, DRS lets you quickly query the database for specific information about any previously created document project. DRS tracks all checklist entries and creates a database that can be used to generate custom reports using any report writer compatible with Microsoft Access (2.0), such as Crystal Report Writer, Word, etc. Use DRS for marketing reports or to identify clients whose plans contain certain provisions that may require legislative updates. DRS saves time, eliminates data entry errors and maintains client information in one location.

Portable Document Format (PDF)
Available as an add-on module, PDF module allows you to save documents as Read and Print Files using Adobe® Acrobat®. Any documents that you create in Relius, that you would normally print, can now be saved and then sent to anyone as a PDF file.

You can send documents (Summary Plan Descriptions, forms etc.) to others as an unmodifiable file, so that your language and format won’t accidentally be changed. You can upload PDF documents to your Web site so your clients can view plan documents online.

System Updates
Relius Documents is continually being updated with the most current language. This assures you of document accuracy.