Relius users at v11

[mschwechter]

a couple of foibles we discovered, without any fixes forthcoming from relius

You have to click on compute comp in match and safe harbor allocations to get those compensation fields to populate, even though you already have an eligibility transaction run.

When batch printing, we are getting 2 copies (hope they fix this)

otherwise havent had many problems

[Tom Poje]

Is there something in 11 that is so great as to load right away? good grief, we only loaded 10 a few weeks ago. got burned once putting on an update within the first few weeks and will never do that again.

[Dan]

We just loaded V 11 last weekend. There were several small things that need to be corrected, but nothing earth-shaking. Updating this early is probably like being a beta tester. It's not for everyone. But we have a number of clients doing the Roth and V 11 provides that functionality.

We loaded V 10 early last year and were glad because of the extra features. We do a lot of cafeteria plans and there were a lot of upgrades for it too. We use STN for trading and we needed to deal redemtion fees. V 10 had that support.

I often worry about being on the "bleeding edge" of technology. We have a dedicated IT person whose job it is to install, test, and fix the system. And she is such a valuable asset to our team in so many ways. I am glad she works with us.

We rely on the technology to improve our efficiency and it continues to do that. We like to move forward almost as quickly as possible. Plus given our trading platform, we have other issues that drive our needs too.

[mschwechter]

I don't like being the first, but it would be nice if the releases could happen just after the 10/15 crunch, so we have some time to install and work with it.

OTOH, I don't want to wait until April or May either.

There is some neat stuff in 11, nothing earth shattering, but why pay for something in January, and not use it until June?

I can't stand being more than a couple of weeks behind.

We usually let updates age 2 weeks before we install, but that is about it.