Relius Administration Investment Links

Relius Administration includes several links and interfaces whether for trading or advice, we partner with the Industry leaders to ensure your needs are met.

Among our pre-programmed electronic trading links with major insurance and financial institutions, for automating the transfer of plan account and/or trading activity between Relius and the institutions are:

  • SGN Funds*
  • Fidelity
  • M & I Trust
  • Schwab
  • TD Ameritrade Trust Company
  • Wilmington Trust RICS
  • Ascensus
  • FASCore
  • Great-West
  • ING
  • John Hancock
  • Lincoln Life
  • Mass Mutual
  • Nationwide
  • The Guardian
  • The Hartford
  • The Principal
  • Transamerica
  • Travelers

*Leveraging SGN Funds provides access to the universe of NSCC enabled funds, as well as self-directed brokerage capabilities with Ameritrade. By partnering with FIS, you lower your overall daily recordkeeping costs.

Investment Advice/Education Links
Through Participant Web, Relius Administration has a link set-up with ProNvest, Mastery Point and Morningstar® Advice Onlinesm, which allows participants to manage their investment selection process by:

  • Creating and viewing various ‘what if’ scenarios with personalized data uploaded from the Participant Web module (salary, age, current asset mix, etc.).
  • Get advice from registered investment advisors before making any final decisions about an asset mix, contribution changes, and more.
  • Execute transfers at any moment with a higher confidence level than before.