To meet the needs of our diverse client base, Relius Administration™ is packaged in three levels. With Relius Administration Add-On Modules, you can create your own 'custom level' by adding a variety of add-on modules to any level. Call Relius Sales at (800) 326-7235, extension 1100, for more information.

Automate the trust accounting process and organize a profit center – decrease time spent reconciling your clients' trust assets. Increase billings to both new and existing clients. The double-entry, integrated Trust Accounting Module is designed especially for retirement plan trust accounting. An ideal tool for managing investment funds. It even tracks all 5500 Schedule H/I financial data for electronic update to Relius Government Forms for extremely efficient preparation of 5500's.

All functions are accessed from the Relius Administration menus, so data is stored within the same database.

Trust Accounting transaction types include (but are not limited to):

And more –

• Provides trust accounting services only, separate from plan administration
• Recognizes cash, mutual funds, stocks, corporate bonds, mortgage-backed bonds, insurance contracts, and other common investments
• Permits sub-accounting for plans/trusts with individually-directed brokerage accounts through the account structure
• Offers a variety of Crystal reports for standard trust reporting