Relius Administration

628 topics in this forum

1. Forfeiture Report/Statement

   By Mr Bagwell, December 24, 2018
   • 9 replies
   • 1.4k views
   • 
   • Tom Poje
   • December 27, 2018

2. Relius eligibility calculation

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

3. Condensed SOA with Shares

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

4. Excludables Not Determined Correctly

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

5. Retirement Age in Relius

   By pmacduff, July 26, 2018
   • 1 reply
   • 808 views
   • 
   • Pam Shoup
   • August 6, 2018

6. Roth Hardship and Taxes, Relius Transaction

   By Mr Bagwell, July 5, 2018
   • 1 reply
   • 943 views
   • 
   • Luke Bailey
   • July 7, 2018

7. Financial interface

   By pmacduff, May 3, 2018
   • 1 reply
   • 1.3k views
   • 
   • PFranckowiak
   • May 3, 2018

8. Otherwise Excludable Employees - ADP Testing

   By Buckoosier, January 23, 2018
   • 6 replies
   • 2k views
   • 
   • Belgarath
   • January 26, 2018

9. Plan Takeover Loan Set up

   By PFranckowiak, December 18, 2017
   • 4 replies
   • 1.6k views
   • 
   • Tom Poje
   • December 21, 2017

10. loan modeling in Relius

    By pmacduff, November 29, 2017
    • 4 replies
    • 1.6k views
    • 
    • pmacduff
    • December 6, 2017

11. running min distrib globally

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

12. Support

    By PFranckowiak, September 25, 2017
    • 0 replies
    • 844 views
    • 
    • PFranckowiak
    • September 25, 2017

13. Participant Limit in Relius

    By ratherbereading, July 31, 2017   

    • relius
    • participant count
    • 2 replies
    • 986 views
    • 
    • Kevin C
    • July 31, 2017

14. Relius Cross testing - Accrued to Date Method

    By bcmom, July 24, 2017   

    • relius administration
    • cross tested
    • 8 replies
    • 2.1k views
    • 
    • Tom Poje
    • July 25, 2017

15. Prior Year ADP Testing in Takeover Plan

    By Towanda, July 8, 2017
    • 4 replies
    • 1.2k views
    • 
    • Towanda
    • July 10, 2017

16. Plan Set up - Returned Plan

    By PFranckowiak, December 14, 2016
    • 4 replies
    • 2.1k views
    • 
    • PFranckowiak
    • December 14, 2016

17. Uploading Fees

    By Gadgetfreak, December 2, 2016
    • 5 replies
    • 1.8k views
    • 
    • Mr Bagwell
    • December 6, 2016

18. Amortization Schedule

    By Susan S., November 1, 2016
    • 2 replies
    • 1.3k views
    • 
    • BG5150
    • November 4, 2016

19. min distributions report

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

20. MassMutual/Hartford Download with a QACA Match

    By KKPigman, September 23, 2016
    • 2 replies
    • 1.1k views
    • 
    • KKPigman
    • September 26, 2016

21. Reimbursing Mistaken Fees of a Fund Company

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

22. possible report for 5500 use

    By Tom Poje, July 29, 2016
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • August 2, 2016

23. ssa report for FT william

    By Tom Poje, May 22, 2015
    • 0 replies
    • 1.3k views
    • 
    • Tom Poje
    • May 22, 2015

24. 5500-SF Participant Count

    By stormoj1, May 1, 2015
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • May 4, 2015

25. Annual nondiscrimination testing: recordkeeper vs. compliance only

    By hunter001, April 25, 2015
    • 11 replies
    • 2.9k views
    • 
    • Mike Preston
    • April 28, 2015

26. 5500 sf count for active (new item now required)

    By Tom Poje, January 29, 2015
    • 0 replies
    • 1.7k views
    • 
    • Tom Poje
    • January 29, 2015

27. minimum distributions

    By Tom Poje, October 23, 2014
    • 1 reply
    • 932 views
    • 
    • Tom Poje
    • October 24, 2014

28. Error On SB, Line 38b

    By Andy the Actuary, August 5, 2014
    • 3 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • August 5, 2014

29. possible ssa check

    By Tom Poje, June 27, 2014
    • 0 replies
    • 1.1k views
    • 
    • Tom Poje
    • June 27, 2014

30. 410b Test and Disaggregating Otherwise Excludable EEs

    By RDY2RTR, May 29, 2014
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • May 29, 2014

31. ADPACP Test Warning

    By RDY2RTR, March 19, 2014
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • March 20, 2014

32. fake 5500 sf

    By Tom Poje, March 13, 2014
    • 0 replies
    • 1.4k views
    • 
    • Tom Poje
    • March 13, 2014

33. Cash Balance BOY Valuations

    By Hojo, November 27, 2013
    • 5 replies
    • 3.1k views
    • 
    • Hojo
    • December 13, 2013

34. Learning Crystal Reports

    By BG5150, November 7, 2013   

    • crystal
    • relius
    • 5 replies
    • 2.4k views
    • 
    • Bill Presson
    • November 7, 2013

35. Relius Forum Still Active? If so, Fee Question

    By Gadgetfreak, November 1, 2013
    • 6 replies
    • 1.5k views
    • 
    • ACox
    • November 6, 2013

36. IFile Issue

    By Andy the Actuary, July 15, 2013
    • 0 replies
    • 3k views
    • 
    • Andy the Actuary
    • July 15, 2013

37. Coverage testing

    By cdavis25, May 29, 2013
    • 5 replies
    • 2k views
    • 
    • Tom Poje
    • July 8, 2013

38. lifetime income illustrator

    By Tom Poje, May 14, 2013
    • 11 replies
    • 2.9k views
    • 
    • Tom Poje
    • May 16, 2013

39. divisions and employee numbers

    By pmacduff, May 15, 2013
    • 2 replies
    • 1.5k views
    • 
    • MoShawn
    • May 16, 2013

40. connecting to mint.com

    By Guest grabowka, February 4, 2013
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 4, 2013

41. Coding match formula in Relius Admin.

    By RDY2RTR, December 11, 2012
    • 2 replies
    • 1.5k views
    • 
    • RDY2RTR
    • December 12, 2012

42. ADP testing off calendar

    By pmacduff, December 5, 2012
    • 11 replies
    • 2.9k views
    • 
    • BG5150
    • December 6, 2012

43. plan entry dates

    By pmacduff, September 19, 2012
    • 5 replies
    • 1.4k views
    • 
    • pmacduff
    • September 20, 2012

44. Relius Valuations

    By ConnieStorer, August 7, 2012
    • 2 replies
    • 1k views
    • 
    • ConnieStorer
    • August 8, 2012

45. ssa report and ft william

    By Tom Poje, May 14, 2012
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • May 15, 2012

46. FT William administration system

    By Chippy, April 19, 2012
    • 1 reply
    • 1.3k views
    • 
    • EBDI
    • April 19, 2012

47. History Maintenance - delete all records for 100's of employees

    By TPAnnie, March 11, 2012
    • 7 replies
    • 2.4k views
    • 
    • TPAnnie
    • March 19, 2012

48. census report

    By Tom Poje, January 5, 2012
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • January 12, 2012

49. auto enroll opt out

    By pmacduff, January 9, 2012
    • 0 replies
    • 1.1k views
    • 
    • pmacduff
    • January 9, 2012

50. Plan List report

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