Relius Administration

625 topics in this forum

1. New RKD Reports

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

2. Anybody Still Using Proposal

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

3. January 2025 segment rates

   By Bri, February 26
   • 2 replies
   • 506 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
   • 331 views
   • 
   • buckaroo
   • November 20, 2024

6. Extracting Anniversary Year Hours

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

7. checking match that's funded by payroll

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

8. Batch Reporting Printer Error 482

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

9. Relius Years w/ 500 hours

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

10. Vested balance exceeds actual account balance

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

11. Relius ASP File Transfer Tool Down?

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

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

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

13. Govt Forms 5500 function today

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

14. Relius Documents - Export of all Plan Checklists

    By austin3515, July 13, 2023
    • 4 replies
    • 1.2k views
    • 
    • austin3515
    • July 28, 2023

15. Relius Crystal Reports

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

16. Brokerage to Platform Plan Specs Changes in Relius

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

17. SGN & TD Ameritrade/Schwab

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

18. Relius ASP Offiline this weekend??

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

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

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

20. Hartford Mass 2022 Data from Empower

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

21. short plan year code in Relius (ASP)

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

22. Schwab Savings Bank - Custom Statements

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

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

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

24. 5500 electronic signature when service provide e-signs.

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

25. Quarterly Employer contribution calculations

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

26. Paying fees from forfeitures in Relius

    By Solé, September 12, 2022
    • 3 replies
    • 1.1k views
    • 
    • JohnSett
    • May 9, 2024

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

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

28. Datair to Relius Administration

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

29. Relius ASP customer service issues

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

30. Lifetime income numbers

    By austin3515, May 12, 2022
    • 10 replies
    • 1.6k views
    • 
    • austin3515
    • May 16, 2022

31. Relius ASP log in

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

32. LTPT Employees / Plan Specs

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

33. Runtime errors with Office 365

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

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

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

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

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

36. Relius Interface with T.Rowe Price platform

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

37. Year End Data Collection

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

38. Import a DER

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

39. Relius Admin electronic pp statements

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

40. EE Voluntary (after tax) Rolled Over

    By Mr Bagwell, March 23, 2020   

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

41. Plan Specs Database Write Error

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

42. Relius financial interface

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

43. Does Relius do coupon loans?

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

44. Relius without SS#s

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

45. ASP System - is it down???

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

46. Relius Connect GetPlanData Failure

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

47. Forfeiture Report/Statement

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

48. Relius eligibility calculation

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

49. Condensed SOA with Shares

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

50. Excludables Not Determined Correctly

    By Gilmore, August 7, 2018
    • 0 replies
    • 962 views
    • 
    • Gilmore
    • August 7, 2018