Basic

Jacksonville, FL - 5/12-15/2020

Description
This comprehensive 4-day program combines classroom discussion with hands-on training to familiarize new users with Relius Administration's terms, concepts, functions and procedures. Students will create and process various plan types, learning how to use many of Relius Administration's tools in ways that makes "real world" administration easier and more efficient.

The following is a listing of the principal topics covered in the Relius Administration Basic workshop:

Global Table Entry Setup
  • Actuarial
  • Plan Limitations
  • Vesting Schedules
New Employer and Plan
  • Enter Employer Data
  • Establish Payroll Frequency and Schedules
  • Set Compensation Defaults
  • Add Divisions
  • Add New Plan
Investment Table
  • Add Investments
  • Update Values
  • Import Fund Values
Plan Specifications
  • Dates
  • Compensation Defaults
  • Eligibility Requirements
  • Allocation Requirements
  • Sources and Accounts
  • Vesting
  • Distributions
  • Default / Match Provisions
  • Allocation Provisions
  • Top Heavy & Regulatory Compliance
  • Reporting
Census
  • Manual Entry
Data Entry Routines
  • Manual Routines
  • Import / Export Routines
  • File Formats
  • Field Translation
Transactions
  • Eligibility
  • Contribution / Forfeiture
  • Gain / Loss
  • Distribution
  • Transfer
  • Rollover
  • Takeover
  • Dividend
  • Loan Distribution
  • Loan Payment
Reporting
  • Standard Reports
  • Report Writer Reports
  • Using the Custom Front End
Loans
  • Enter Plan Loan Specifications
  • Create Participant Loans
  • Process Loan Transactions
Additional Topics
  • System Administration Utilities
  • Data Administrator
  • Queries
  • Compliance Testing


GeneralInformation

This comprehensive 4-day program combines classroom discussion with hands-on training to familiarize new users with Relius Administration's terms, concepts, functions and procedures. Students will create and process various plan types, learning how to use many of Relius tools in ways that makes "real world" administration easier and more efficient.

Location:

 

Our office address is 701 San Marco Avenue, Jacksonville, FL. If you are driving to our office each day, please park in the visitor lot. It is marked for you.

 

Directions from Jacksonville International Airport:

 

Follow the signs to the Airport Exit and take Dixie Clipper Dr. (Airport Rd.) to I-95 South. Merge onto I-95 South and go past the I-10 Junction, following the signs for Jax Beaches / Daytona Beach.

 

Continue on I-95 South to Exit 350B (San Marco Blvd.) Follow San Marco Blvd. to the office.

 

When Arriving:

 

The training sessions will run from approximately 830AM to 500PM each day. You’ll want to arrive around 815AM to get signed in each day. When arriving, please go to the second floor and check in with security. You will need a photo ID and you will sign in and receive a visitor badge. Security knows you will be coming and the instructor or another representative from FIS will be present to escort you and all the others attending the workshop. Additional details on getting around, along with where things are, will be provided then.

 

Accommodations:

 

You will need to make your own hotel arrangements, and FIS does NOT recommend any specific hotel or other lodging. There are several hotels within walking distance of our office, and these are listed below. Please contact the individual hotel for rates and availability.

 

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Doubletree by Hilton – Jacksonville
1201 Riverplace Blvd.
Jacksonville, FL  32207
(904) 398-8800

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Hampton Inn – Jacksonville Downtown
1331 Prudential Dr.
Jacksonville, FL  32207
(904) 396-7770

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Extended Stay America – Jacksonville
1413 Prudential Dr.
Jacksonville, FL  32207

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Lexington Hotel & Conference Center – Jacksonville Riverwalk
1515 Prudential Dr.
Jacksonville, FL  32207
(904) 396-5100

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During Training:

 

Tutorial materials will be provided, though you should bring pad and pen to take notes.

 

Dress is “business casual.”





Event Details
This event is closed.