Relius Administration

627 topics in this forum

1. adp correction report

   By Tom Poje, March 18, 2003
   • 0 replies
   • 1.4k views
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   • Tom Poje
   • March 18, 2003

2. Network and Firewall Issues

   By Fred Payne, April 4, 2002
   • 0 replies
   • 1.2k views
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   • Fred Payne
   • April 4, 2002

3. min distributions report

   By Tom Poje, October 19, 2016
   • 0 replies
   • 904 views
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   • Tom Poje
   • October 19, 2016

4. DB annuity factor verification

   By Guest KennyH, March 19, 2008
   • 0 replies
   • 996 views
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   • Guest
   • March 19, 2008

5. Cash Basis Contribution Analysis Report

   By Guest Connie Beam, October 26, 2000
   • 0 replies
   • 1.3k views
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   • Guest
   • October 26, 2000

6. 6.0 and svc pack 2 is now available.

   By Guest, November 17, 2000
   • 0 replies
   • 1.3k views
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   • Guest
   • November 17, 2000

7. esop diversification report

   By Tom Poje, August 15, 2007
   • 0 replies
   • 1.9k views
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   • Tom Poje
   • August 15, 2007

8. Relius Years w/ 500 hours

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

9. Loan distribution confirm report

   By pixmax, May 18, 2009
   • 0 replies
   • 1.1k views
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   • pixmax
   • May 18, 2009

10. min distribution report

    By Tom Poje, November 18, 2011
    • 0 replies
    • 787 views
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    • Tom Poje
    • November 18, 2011

11. more on the User Group Meeting

    By Guest, October 6, 2000
    • 0 replies
    • 1.5k views
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    • Guest
    • October 6, 2000

12. How to get spousal consent to change in beneficiary executed via the w

    By Archimage, February 11, 2003
    • 0 replies
    • 821 views
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    • Archimage
    • February 11, 2003

13. adp report

    By Tom Poje, March 19, 2003
    • 0 replies
    • 1.1k views
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    • Tom Poje
    • March 19, 2003

14. running min distrib globally

    By Tom Poje, October 19, 2017
    • 0 replies
    • 900 views
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    • Tom Poje
    • October 19, 2017

15. Vesting Schedule shift - FYI

    By Guest DottleC2, December 21, 2002
    • 0 replies
    • 1.1k views
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    • Guest
    • December 21, 2002

16. Data Validation Center Assistance

    By Guest RMassa, July 21, 2006
    • 0 replies
    • 1.6k views
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    • Guest
    • July 21, 2006

17. CUSTMOMIZED STATEMENTS

    By Guest Connie Beam, February 14, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • February 14, 2001

18. Insurance in 7.3

    By Guest Tbrown, August 30, 2002
    • 0 replies
    • 951 views
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    • Guest
    • August 30, 2002

19. Schedule D import

    By Tom Poje, July 22, 2009
    • 0 replies
    • 963 views
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    • Tom Poje
    • July 22, 2009

20. Relius - redemption fees on round trip trades

    By Demosthenes, February 26, 2004
    • 0 replies
    • 1.3k views
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    • Demosthenes
    • February 26, 2004

21. user group meeting

    By Tom Poje, July 18, 2001
    • 0 replies
    • 1.4k views
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    • Tom Poje
    • July 18, 2001

22. Investment Models

    By Archimage, August 14, 2008
    • 0 replies
    • 923 views
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    • Archimage
    • August 14, 2008

23. formula for projecting out cash at retirement

    By Tom Poje, December 2, 2004
    • 0 replies
    • 1.2k views
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    • Tom Poje
    • December 2, 2004

24. Cannot reverse loan distribution transaction...

    By Guest bdielman, February 12, 2003
    • 0 replies
    • 934 views
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    • Guest
    • February 12, 2003

25. auto enroll opt out

    By pmacduff, January 9, 2012
    • 0 replies
    • 1k views
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    • pmacduff
    • January 9, 2012

26. Adding Schwab Tools in latest Relius version

    By Guest sfritsche, September 2, 2004
    • 0 replies
    • 1.4k views
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    • Guest
    • September 2, 2004

27. another possible statement with notice

    By Tom Poje, July 18, 2007
    • 0 replies
    • 1.2k views
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    • Tom Poje
    • July 18, 2007

28. Match true up idea Trouble?

    By Jim Chad, March 7, 2009
    • 0 replies
    • 990 views
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    • Jim Chad
    • March 7, 2009

29. FDP DOS to Quantech 6.0

    By Guest Traci Brunt, January 26, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • January 26, 2001

30. plan list report

    By Tom Poje, December 28, 2005
    • 0 replies
    • 1.4k views
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    • Tom Poje
    • December 28, 2005

31. Custom report-monthly data for a whole year?

    By Guest Pam Mc, August 22, 2006
    • 0 replies
    • 1.3k views
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    • Guest
    • August 22, 2006

32. Schwab Savings Bank - Custom Statements

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

33. Trading Platforms that can be used with the Relius system

    By Guest RSF, September 24, 2002
    • 0 replies
    • 1.2k views
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    • Guest
    • September 24, 2002

34. Runtime errors with Office 365

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

35. SGN & TD Ameritrade/Schwab

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

36. Fund Performance Import

    By Guest sjphillips, March 29, 2004
    • 0 replies
    • 1.3k views
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    • Guest
    • March 29, 2004

37. Table update

    By Tom Poje, October 18, 2006
    • 0 replies
    • 1.3k views
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    • Tom Poje
    • October 18, 2006

38. plan list report

    By Tom Poje, October 18, 2006
    • 0 replies
    • 1.4k views
    • 
    • Tom Poje
    • October 18, 2006

39. Firewall protection for servers

    By Alan Simpson, September 19, 2001
    • 0 replies
    • 1.4k views
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    • Alan Simpson
    • September 19, 2001

40. Multiple match allocations

    By FJR, February 14, 2003
    • 0 replies
    • 1.1k views
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    • FJR
    • February 14, 2003

41. Plan List report

    By Tom Poje, December 2, 2011
    • 0 replies
    • 893 views
    • 
    • Tom Poje
    • December 2, 2011

42. Gain/Loss Transaction

    By Guest CyndyB, November 21, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • November 21, 2001

43. other problems encountered

    By Tom Poje, January 31, 2006
    • 0 replies
    • 1.5k views
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    • Tom Poje
    • January 31, 2006

44. Dividend Record Date

    By Guest AChellew, December 23, 2004
    • 0 replies
    • 1.3k views
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    • Guest
    • December 23, 2004

45. Participant Certificate

    By Guest carsonv, June 30, 2005
    • 0 replies
    • 1.4k views
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    • Guest
    • June 30, 2005

46. allocation report

    By Tom Poje, April 19, 2006
    • 0 replies
    • 1.4k views
    • 
    • Tom Poje
    • April 19, 2006

47. additional report

    By Tom Poje, December 5, 2005
    • 0 replies
    • 1.7k views
    • 
    • Tom Poje
    • December 5, 2005

48. 6.0 and Trust Accounting

    By Guest JimP, November 6, 2000
    • 0 replies
    • 1.6k views
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    • Guest
    • November 6, 2000

49. Governmental Plans

    By Guest Jeannie Hagan, September 1, 1998
    • 0 replies
    • 1.3k views
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    • Guest
    • September 1, 1998

50. Reordering Accounts

    By Guest JohnB10, September 14, 1998
    • 0 replies
    • 1.3k views
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    • Guest
    • September 14, 1998