Working with Valic

[bdeancpa]

Has anyone worked with Valic or AXA and had to import a download of their participant recordkeeping data into Relius? If so, was the process easy, tricky or difficult.

Thanks in advance.

[ETA Consulting LLC]

It should be as simple as creating the correct template to load the information to. Each software, whether Relius, ASC, Datair, etc... should have this functionality. I would imagine the most important function is to download participant details with "totals only" from AXA and Valic. Many times, you will not need fund details from the annual reports, but instead source totals (including Beg Bal, Contributions, Distributions, Earnings, and Ending Balance, and maybe a few others).

[jeff77]

I have never worked with either but if I remember right a few years ago AXA was using the same software American Funds, Hartford, Alliance was using (TRAC). If this is the case you can iumport the data using the Hartford Mutual Fund allocated link