Handling New Terminees

Duration: 60 Min.


When an employee terminates, everything changes, including plan status, vesting, eligibility for contributions, distributions & forfeitures. Even compliance testing will need to be addressed. Proper entry and processing of all of this will hopefully produce the right results. So let’s explore these issues and see how a simple change in an employee's status affects all of these areas in Relius Administration, and along the way, take a look at some ways to do just about all of this from one place. 

Who should attend: All users of Relius Administration

Prerequisites To get the most out of this session, learners should be familiar with Census data entry and importing, eligibility and other transaction processing.

Learning objectives:

In this session, we will:

** set up the plan specs that impact terminees
** update employee status changes
** process eligibility & review updated census records
** process distributions & forfeitures
** view available reports and results
** address other issues with terminees

Event Details