Relius Administration

580 topics in this forum

1. Relius Connect GetPlanData Failure

   By Patti Williams, January 31
   • 0 replies
   • 108 views
   • 
   • Patti Williams
   • January 31

2. Forfeiture Report/Statement

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

3. Relius eligibility calculation

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

4. Condensed SOA with Shares

   By hmcpa, October 24, 2018
   • 6 replies
   • 171 views
   • 
   • Tom Poje
   • October 25, 2018

5. Excludables Not Determined Correctly

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

6. Retirement Age in Relius

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

7. Roth Hardship and Taxes, Relius Transaction

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

8. Financial interface

   By pmacduff, May 3, 2018
   • 1 reply
   • 523 views
   • 
   • PFranckowiak
   • May 3, 2018

9. Otherwise Excludable Employees - ADP Testing

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

10. Plan Takeover Loan Set up

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

11. loan modeling in Relius

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

12. running min distrib globally

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

13. Support

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

14. Relius ASP / Managed Services

    By CLE401kGuy, October 22, 2014
    • 6 replies
    • 2,618 views
    • 
    • pmacduff
    • August 8, 2017

15. Participant Limit in Relius

    By CEW, July 31, 2017   

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

16. Relius Cross testing - Accrued to Date Method

    By bcmom, July 24, 2017   

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

17. Prior Year ADP Testing in Takeover Plan

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

18. Plan Set up - Returned Plan

    By PFranckowiak, December 14, 2016
    • 4 replies
    • 1,484 views
    • 
    • PFranckowiak
    • December 14, 2016

19. Uploading Fees

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

20. Amortization Schedule

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

21. min distributions report

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

22. MassMutual/Hartford Download with a QACA Match

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

23. Reimbursing Mistaken Fees of a Fund Company

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

24. possible report for 5500 use

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

25. ssa report for FT william

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