Relius Administration

577 topics in this forum

1. Condensed SOA with Shares

   By hmcpa, October 24
   • 6 replies
   • 114 views
   • 
   • Tom Poje
   • October 25

2. Excludables Not Determined Correctly

   By Gilmore, August 7
   • 0 replies
   • 393 views
   • 
   • Gilmore
   • August 7

3. Retirement Age in Relius

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

4. Roth Hardship and Taxes, Relius Transaction

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

5. Financial interface

   By pmacduff, May 3
   • 1 reply
   • 470 views
   • 
   • PFranckowiak
   • May 3

6. Otherwise Excludable Employees - ADP Testing

   By Buckoosier, January 23
   • 6 replies
   • 813 views
   • 
   • Belgarath
   • January 26

7. Plan Takeover Loan Set up

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

8. loan modeling in Relius

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

9. running min distrib globally

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

10. Support

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

11. Relius ASP / Managed Services

    By CLE401kGuy, October 22, 2014
    • 6 replies
    • 2,563 views
    • 
    • pmacduff
    • August 8, 2017

12. Participant Limit in Relius

    By CEW, July 31, 2017   

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

13. Relius Cross testing - Accrued to Date Method

    By bcmom, July 24, 2017   

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

14. Prior Year ADP Testing in Takeover Plan

    By Towanda, July 8, 2017
    • 4 replies
    • 434 views
    • 
    • Towanda
    • July 10, 2017

15. Plan Set up - Returned Plan

    By PFranckowiak, December 14, 2016
    • 4 replies
    • 1,439 views
    • 
    • PFranckowiak
    • December 14, 2016

16. Uploading Fees

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

17. Amortization Schedule

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

18. min distributions report

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

19. MassMutual/Hartford Download with a QACA Match

    By KKPigman, September 23, 2016
    • 2 replies
    • 553 views
    • 
    • KKPigman
    • September 26, 2016

20. Reimbursing Mistaken Fees of a Fund Company

    By Gadgetfreak, September 6, 2016
    • 8 replies
    • 695 views
    • 
    • BG5150
    • September 8, 2016

21. possible report for 5500 use

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

22. ssa report for FT william

    By Tom Poje, May 22, 2015
    • 0 replies
    • 875 views
    • 
    • Tom Poje
    • May 22, 2015

23. 5500-SF Participant Count

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

24. Annual nondiscrimination testing: recordkeeper vs. compliance only

    By hunter001, April 25, 2015
    • 11 replies
    • 1,520 views
    • 
    • Mike Preston
    • April 28, 2015

25. 5500 sf count for active (new item now required)

    By Tom Poje, January 29, 2015
    • 0 replies
    • 1,324 views
    • 
    • Tom Poje
    • January 29, 2015