Archiving Plan Years

[pmacduff]

Relius users: How many past plan years do you maintain on your system for your "active" plans? I know that if I backup and remove, for example, 2003 and 2004 plan years for a current client and then upgrade to version 10.0, I won't be able to import them back in. I know I can upgrade first, and then export the plan years, but then what happens when I'm ready to upgrade again? I know that if I want access to any past years, I should reimport them prior to the upgrade, but I can't imagine everyone does that for all clients...or do they? Any input is appreciated.

[rcline46]

You have really only 2 choices:

1. print everything out - transaction details, summaries, everything!!! to a file or paper and scan it.

2. leave everything on Relius until the client is gone xxx years, then just delete them.

[pmacduff]

rcline46 - that's what I thought. I'm just wondering if there comes a point when all the "old" plan year data is slowing down my system. I'm no computer expert, so I don't know if it would have any impact on performance.

[Bill Presson]

We started with Relius in 2000 and still have all plans on the system. Haven't noticed a slow down, but it might be so incremental that we wouldn't notice it.

I'm very hesitant about removing any of the plans. We've considered the Relius disaster recovery (which uses the ASP model), but since we currently have a firm wide disaster recovery, we wouldn't get any big benefit at this time.

I think it would be very worthwhile for a standalone TPA though.