Relius Administration

625 topics in this forum

1. Using Web Client

   By rcline46, April 14, 2010
   • 20 replies
   • 5.8k views
   • 
   • Guest
   • May 11, 2010

2. Import from American Funds and MFS

   By Bird, January 4, 2008
   • 19 replies
   • 4k views
   • 
   • Bird
   • January 22, 2009

3. Crystal Report not showing data

   By Guest haaron, December 9, 2002
   • 15 replies
   • 9k views
   • 
   • Tom Poje
   • December 11, 2002

4. help with Relius

   By stevena, July 25, 2005
   • 14 replies
   • 5.6k views
   • 
   • Guest
   • February 5, 2007

5. Crystal sorting

   By pmacduff, January 26, 2004
   • 12 replies
   • 1.8k views
   • 
   • Tom Poje
   • February 13, 2004

6. HELP with Crystal Reports

   By PensionNewbee, March 24, 2003
   • 12 replies
   • 3.8k views
   • 
   • Guest
   • April 5, 2003

7. ADP testing off calendar

   By pmacduff, December 5, 2012
   • 11 replies
   • 2.8k views
   • 
   • BG5150
   • December 6, 2012

8. lifetime income illustrator

   By Tom Poje, May 14, 2013
   • 11 replies
   • 2.8k views
   • 
   • Tom Poje
   • May 16, 2013

9. Annual nondiscrimination testing: recordkeeper vs. compliance only

   By hunter001, April 25, 2015
   • 11 replies
   • 2.8k views
   • 
   • Mike Preston
   • April 28, 2015

10. ADP/ACP test -- Disregarding otherwise excludibles when we have an HCE not meeting the statutory minimums

    By R. Butler, December 7, 2004
    • 11 replies
    • 4k views
    • 
    • kocak
    • January 10, 2005

11. Crystal Report

    By Archimage, July 2, 2003
    • 11 replies
    • 2.1k views
    • 
    • Guest
    • July 25, 2003

12. Relius ASP / Managed Services

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

13. Lifetime income numbers

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

14. Report Request

    By Guest Jhagan, April 8, 1999
    • 10 replies
    • 1.6k views
    • 
    • Guest
    • April 17, 1999

15. Relius 5500 software

    By TPAnnie, October 17, 2005
    • 10 replies
    • 5.4k views
    • 
    • Bill Presson
    • December 21, 2005

16. Relius ASP customer service issues

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

17. Forfeiture Report/Statement

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

18. Relius Govt Forms without Web Client

    By Anonymoose, May 5, 2010
    • 9 replies
    • 3k views
    • 
    • Guest
    • June 30, 2010

19. coding termed employees

    By pmacduff, September 18, 2009
    • 9 replies
    • 2.2k views
    • 
    • Tom Poje
    • September 22, 2009

20. Crystal Reports

    By Guest JohnB10, August 31, 1998
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • September 11, 1998

21. Safe Harbor Source

    By Archimage, January 2, 2003
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • February 3, 2003

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

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

23. Gen Nondiscrim Test Results

    By R. Butler, September 17, 2004
    • 9 replies
    • 2.1k views
    • 
    • Tom Poje
    • October 8, 2004

24. Testing of Nonelective seperate from SHNEC

    By Jim Chad, January 22, 2008
    • 8 replies
    • 2k views
    • 
    • Jim Chad
    • June 11, 2008

25. Crystal Reports

    By DLavigne, December 1, 2005
    • 8 replies
    • 3.2k views
    • 
    • pmacduff
    • December 5, 2005

26. Relius Cross testing - Accrued to Date Method

    By bcmom, July 24, 2017   

    • relius administration
    • cross tested
    • 8 replies
    • 2k views
    • 
    • Tom Poje
    • July 25, 2017

27. Reimbursing Mistaken Fees of a Fund Company

    By Gadgetfreak, September 6, 2016
    • 8 replies
    • 1.5k views
    • 
    • BG5150
    • September 8, 2016

28. FAS 87 report

    By dmb, April 23, 2001
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • May 4, 2001

29. Custom Reports- Modeling

    By TPAVP, September 20, 2001
    • 8 replies
    • 1.6k views
    • 
    • TPAVP
    • September 24, 2001

30. Partner with W-2 Income from Partnership

    By Guest flamingo, March 31, 2008
    • 8 replies
    • 3.3k views
    • 
    • Jim Chad
    • April 19, 2008

31. Takeover loans and vesting

    By Spencer, October 16, 2002
    • 8 replies
    • 3.1k views
    • 
    • FAPInJax
    • May 1, 2003

32. Crystal question AGAIN

    By pmacduff, December 14, 2009
    • 8 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 15, 2009

33. Considering converting from Datair to Quantech - should I?

    By Guest jrhodes, June 9, 1999
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • June 18, 1999

34. Statuatory exclusions for general non-discrimination testing in Relius

    By Guest Tbrown, February 17, 2002
    • 8 replies
    • 2.8k views
    • 
    • Guest
    • February 19, 2002

35. Loans in Relius

    By pmacduff, June 19, 2001
    • 8 replies
    • 2.4k views
    • 
    • pmacduff
    • June 20, 2001

36. Preventing personal info. from being overwritten in a DCM import

    By R. Butler, February 6, 2004
    • 7 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 6, 2004

37. Testing reports for clients

    By Guest JPAdmin, January 17, 2002
    • 7 replies
    • 2k views
    • 
    • Guest
    • February 25, 2002

38. Entry Dates

    By pmacduff, July 22, 2002
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • August 2, 2002

39. Anyone use "Allocated Link" for imported investment data?

    By jkharvey, March 29, 2004
    • 7 replies
    • 3k views
    • 
    • Guest
    • November 30, 2004

40. Copying Election Percents

    By TPAVP, March 8, 2001
    • 7 replies
    • 1.6k views
    • 
    • TPAVP
    • March 9, 2001

41. Does anyone know if there is a way to copy a complete section in Cryst

    By pmacduff, March 21, 2003
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • April 21, 2003

42. Test of upload capability of the new message board software

    By Dave Baker, June 6, 2001
    • 7 replies
    • 1.7k views
    • 
    • Tom Poje
    • June 14, 2001

43. New comparability under Relius

    By R. Butler, May 3, 2002
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • May 20, 2002

44. 5500 electronic signature when service provide e-signs.

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

45. Using Microsoft Word with Relius

    By FJR, March 12, 2002
    • 7 replies
    • 1.8k views
    • 
    • Tom Poje
    • August 8, 2002

46. General Nondiscrimination Test (7.1)

    By Guest Jeff Underwood, March 28, 2002
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • March 28, 2002

47. 1099-R/1096/945 forms

    By pmacduff, January 20, 2010
    • 7 replies
    • 2.2k views
    • 
    • pmacduff
    • January 29, 2010

48. Relius Incident response

    By Guest esaade, June 11, 2010
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • June 30, 2010

49. custom reports and 5.0

    By Guest, August 17, 1999
    • 7 replies
    • 1.6k views
    • 
    • FAPInJax
    • September 24, 1999

50. Exempt vs. Non-exempt salaried employees

    By Guest rkmarkus, August 25, 1999
    • 7 replies
    • 3.6k views
    • 
    • Guest
    • December 5, 2001