The Relius Proposal system offers a wide array of standard reports, or you can customize your own.

Reports

The Relius Proposal system offers a wide array of standard reports, or you can customize your own. Our easy to use and flexible report menu screens allow you to quickly select reports or report groups, specify various sort orders for employees, and easily add footnotes to reports.

Below is a list of reports that are available within Relius Proposal. Simply click on the highlighted report below to view.

Note: All files require the Adobe Acrobat Reader

Plan Reports Side-by-Side Comparison Reports Legislative Reports 401(a)4 and 410(b) Reports Speciality Reports Defined Benefit Reports Roth 401(k) Comparison Reports

Plan Reports   Employee Status   Upcoming Eligibility   Contributions   Contribution Breakdown   Contribution Breakdown with Totals   Deposits to Key Employees   Summary After Taxes   Summary After Taxes (Without Deferrals)   Values at Retirement   Plan Totals   Pension Plan Specifications   Cost Summary   Cost Summary (Without Deferrals)   Catch-up Contribution Checking Facility   Census Checking Facility   Contribution Checking Facility   Top-heavy Minimum Checking Facility Return Legislative Reports   401(k)/401(m) Nondiscrimination Tests   401(k) and 401(m) Test Results   Adjustment to HCE 401(k)/401(m) Nondiscrimination Tests   Eligibility for Catch-up Contributions   415 Annual Additions   HCE/Key Determination Results   Legislative Corrections   Top-heavy Test Results Return Speciality Reports   401(k) Feasibility Study   401(k) Enrollment Forms   Keogh Checking Facility   Plans Listing Report Return Roth 401(k) Comparison Reports   Roth 401(k) Enrollment Forms   Traditional and Roth 401(k) Feasibility Study   Traditional vs. Roth 401(k) Comparison (Level Contribution)   Traditional vs. Roth 401(k) Comparison Graphic Tax Analysis (LC)   Traditional vs. Roth 401(k) Comparison (Level Net Pay)   Traditional vs. Roth 401(k) Comparison Graphic Tax Analysis (LNP) Return Side-by-Side Comparison Reports   Employee Census   Benefit Summary   Contribution Summary   Contribution Totals   Percent of Contribution Summary   Pension Plan Specifications Return 401(a)4 and 410(b) Reports   Average Benefit Test Summary   Highly Compensated Employees   Non-Highly Compensated Employees   Cross-Tested Contribution Breakdown   Cross-Tested Solving Summary   Employee Checking Facility (By Class)   Employee Checking Facility - Benefit Annual Basis   Rate Group Coverage Summary Page 1   Rate Group Coverage Summary Page 2   Rate Group Definitions   Testing Assumptions   Ratio Percentage Benefiting Report   Ratio Percentage Coverage Report Return Defined Benefit Reports   Employee Status   Upcoming Eligibility   Census Checking Facility   Cost Summary   Values at Retirement   Summary After Taxes   Pension Plan Specifications   Summary of Actuarial Assumptions   Accrued and Benefit Service   Accrued and Projected Benefits   Normal Costs and Liabilities   Present Value of Accrued Benefits   RPA '94 Current Liabilities   Maximum Deductible Contribution   Minimum Required Contribution   Actuarial Factors [for Funding, 417(e), RPA '94 (404), RPA '94 (412)] Return