Relius Administration

625 topics in this forum

1. New RKD Reports

   By DCRet24, August 22
   • 1 reply
   • 182 views
   • 
   • ASmithCPA
   • September 7

2. Anybody Still Using Proposal

   By DanyelN, August 14
   • 0 replies
   • 234 views
   • 
   • DanyelN
   • August 14

3. January 2025 segment rates

   By Bri, February 26
   • 2 replies
   • 500 views
   • 
   • Bri
   • February 27

4. How in-depth are you all using the functionality within Relius?

   By Mleech, February 15
   • 6 replies
   • 1.8k views
   • 
   • RatherBeGolfing
   • February 19

5. Transaction that is both posted and suppressed

   By buckaroo, November 20, 2024
   • 0 replies
   • 327 views
   • 
   • buckaroo
   • November 20, 2024

6. Extracting Anniversary Year Hours

   By MonicaS, September 16, 2024
   • 1 reply
   • 604 views
   • 
   • Bri
   • September 16, 2024

7. 5500 electronic signature when service provide e-signs.

   By Tom, October 10, 2022
   • 7 replies
   • 2.5k views
   • 
   • Peter Gulia
   • June 24, 2024

8. Paying fees from forfeitures in Relius

   By Solé, September 12, 2022
   • 3 replies
   • 1k views
   • 
   • JohnSett
   • May 9, 2024

9. checking match that's funded by payroll

   By Rayofsunshine, February 14, 2024
   • 4 replies
   • 822 views
   • 
   • JohnSett
   • May 9, 2024

10. Batch Reporting Printer Error 482

    By thomas.siano, February 5, 2024
    • 1 reply
    • 607 views
    • 
    • ratherbereading
    • February 7, 2024

11. Vested balance exceeds actual account balance

    By RatherBeGolfing, December 6, 2023
    • 4 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • December 15, 2023

12. Relius Years w/ 500 hours

    By austin3515, December 14, 2023
    • 0 replies
    • 501 views
    • 
    • austin3515
    • December 14, 2023

13. Relius ASP File Transfer Tool Down?

    By austin3515, October 7, 2023
    • 1 reply
    • 493 views
    • 
    • austin3515
    • October 8, 2023

14. Online In-Service, Hardship & Loan Automation for Participants

    By User 282823, October 6, 2023
    • 0 replies
    • 471 views
    • 
    • User 282823
    • October 6, 2023

15. Govt Forms 5500 function today

    By Tom, September 5, 2023
    • 4 replies
    • 708 views
    • 
    • Tom
    • September 6, 2023

16. Relius Documents - Export of all Plan Checklists

    By austin3515, July 13, 2023
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • July 28, 2023

17. Relius Crystal Reports

    By Allan Hensley, July 8, 2023
    • 2 replies
    • 559 views
    • 
    • austin3515
    • July 13, 2023

18. Brokerage to Platform Plan Specs Changes in Relius

    By Zinco, May 12, 2023
    • 2 replies
    • 728 views
    • 
    • ConnieStorer
    • May 16, 2023

19. SGN & TD Ameritrade/Schwab

    By Laura Frank, April 10, 2023
    • 0 replies
    • 433 views
    • 
    • Laura Frank
    • April 10, 2023

20. Relius ASP Offiline this weekend??

    By austin3515, March 3, 2023
    • 7 replies
    • 882 views
    • 
    • austin3515
    • March 3, 2023

21. Anyone not able to login to Relius ASP this morning (2/11/2023)?

    By austin3515, February 11, 2023
    • 9 replies
    • 948 views
    • 
    • RatherBeGolfing
    • February 13, 2023

22. Hartford Mass 2022 Data from Empower

    By Beau Dameron, February 2, 2023
    • 3 replies
    • 887 views
    • 
    • Gilmore
    • February 3, 2023

23. short plan year code in Relius (ASP)

    By pmacduff, December 16, 2022
    • 2 replies
    • 916 views
    • 
    • pmacduff
    • December 19, 2022

24. Schwab Savings Bank - Custom Statements

    By Nic Pospiech, December 5, 2022
    • 0 replies
    • 528 views
    • 
    • Nic Pospiech
    • December 5, 2022

25. Datair to Relius Administration

    By ESI2015, June 23, 2022
    • 1 reply
    • 755 views
    • 
    • joef
    • December 3, 2022

26. Relius Admin and migration to new database provider - Nov 8, 2022

    By Tom, November 9, 2022
    • 2 replies
    • 729 views
    • 
    • Tom
    • November 9, 2022

27. Quarterly Employer contribution calculations

    By Tom, September 21, 2022
    • 4 replies
    • 801 views
    • 
    • Mr Bagwell
    • October 10, 2022

28. SECURE Amendment for RMDs for 457(b) Plans (Nongovernmental)

    By Christine Roberts, August 31, 2022
    • 2 replies
    • 553 views
    • 
    • Belgarath
    • September 7, 2022

29. Relius ASP customer service issues

    By TPAnnie, June 16, 2022
    • 10 replies
    • 2.6k views
    • 
    • Pam Shoup
    • August 1, 2022

30. Relius ASP / Managed Services

    By CLE401kGuy, October 22, 2014
    • 10 replies
    • 4.5k views
    • 
    • Mr Bagwell
    • June 16, 2022

31. Lifetime income numbers

    By austin3515, May 12, 2022
    • 10 replies
    • 1.5k views
    • 
    • austin3515
    • May 16, 2022

32. Relius ASP log in

    By pmacduff, February 21, 2022
    • 4 replies
    • 1.3k views
    • 
    • pmacduff
    • February 22, 2022

33. LTPT Employees / Plan Specs

    By austin3515, January 30, 2022
    • 3 replies
    • 1.2k views
    • 
    • Pam Shoup
    • January 31, 2022

34. Runtime errors with Office 365

    By bcmom, January 3, 2022
    • 0 replies
    • 436 views
    • 
    • bcmom
    • January 3, 2022

35. ARE YOU DOWN - I can't get into ASP

    By HarleyBabe, September 25, 2021
    • 1 reply
    • 456 views
    • 
    • ratherbereading
    • September 27, 2021

36. ASP/COMCAST issue - anyone moderating this site, EVER

    By HarleyBabe, September 25, 2021
    • 2 replies
    • 814 views
    • 
    • ratherbereading
    • September 27, 2021

37. Relius Interface with T.Rowe Price platform

    By karl, February 9, 2021
    • 0 replies
    • 702 views
    • 
    • karl
    • February 9, 2021

38. Year End Data Collection

    By Rayofsunshine, January 8, 2021
    • 1 reply
    • 619 views
    • 
    • Pam Shoup
    • January 11, 2021

39. Import a DER

    By austin3515, August 30, 2020
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • August 30, 2020

40. Relius financial interface

    By pmacduff, January 24, 2020
    • 6 replies
    • 1.5k views
    • 
    • BG5150
    • July 15, 2020

41. Relius Admin electronic pp statements

    By TPAnnie, June 25, 2020
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • June 30, 2020

42. EE Voluntary (after tax) Rolled Over

    By Mr Bagwell, March 23, 2020   

    • after tax contributions
    • 1 reply
    • 789 views
    • 
    • jayhbeltz
    • March 27, 2020

43. Plan Specs Database Write Error

    By ratherbereading, February 10, 2020
    • 2 replies
    • 1.6k views
    • 
    • ratherbereading
    • February 11, 2020

44. Does Relius do coupon loans?

    By BG5150, November 21, 2019
    • 1 reply
    • 1.1k views
    • 
    • Bill Presson
    • November 22, 2019

45. Relius without SS#s

    By austin3515, November 21, 2019
    • 2 replies
    • 763 views
    • 
    • austin3515
    • November 21, 2019

46. ASP System - is it down???

    By HarleyBabe, October 1, 2019
    • 6 replies
    • 2.6k views
    • 
    • Belgarath
    • October 4, 2019

47. Relius Connect GetPlanData Failure

    By Patti Williams, January 31, 2019
    • 0 replies
    • 1.4k views
    • 
    • Patti Williams
    • January 31, 2019

48. Forfeiture Report/Statement

    By Mr Bagwell, December 24, 2018
    • 9 replies
    • 1.2k views
    • 
    • Tom Poje
    • December 27, 2018

49. Relius eligibility calculation

    By hunter001, December 19, 2018
    • 1 reply
    • 782 views
    • 
    • Belgarath
    • December 20, 2018

50. Condensed SOA with Shares

    By DCRet24, October 24, 2018
    • 6 replies
    • 756 views
    • 
    • Tom Poje
    • October 25, 2018