Processing a New Plan in Relius Administration

Duration: 60 Min.

Before census can be entered, transactions processed and reports generated, a plan must be defined in Relius Administration. This is done by entering the Plan Specifications. In this session of the tour for new learners, we will demonstrate the entries; selections and choices necessary to set up the plan specs in Relius Administration so that processing takes place as prescribed by regulation and the plan’s document.

In this session, we will:
  • enter plan entry requirements
  • enter contribution formulas and other plan definitions
  • set up the plan investments and accounts
  • select other processing, testing and reporting options

Event Details