Relius Documents - Export of all Plan Checklists

[austin3515]

I'm supposed to be able to dump into Excel or whatever format a listing of all plan provisions.  It's under "Data Export".  Anyone know how to do that?  I cannot get it to work.  I'm waiting for Relius to provide some direction but figured I would ask y'all!

FYI I am trying to very efficiently figure out which clients dont have Roth or who are affected by LTPT rules.

[Rayofsunshine]

Reports>checklist data report. Choose create new query, select product on the top (for example Cycle 3). Check off any options you don't want included under output filters. I usually exclude amendment projects since you only want the exports from your documents I'm assuming.

You will then need to choose the question in the checklist for Roth for example. Not sure what type of Relius Documents you use but for us that would be question under 22.0. Click on the checkbox for that question and then save, it will ask you if you want to save the query name so you can run the report again in the future. Click on next, on the top right-hand corner you will see three icons, excel, pdf, and csv. Choose excel...I usually receive an error message that the file may be corrupted but i click open anyway. 

 

[austin3515]

Thank you, that is correct!  Relius eventually sent me the PDF on how to use it.  What a sweet system. I hope others get some use out of it too.  To reliably identify all plans with no Roth was a huge time saver!

[Rayofsunshine]

Agreed! It's a very helpful tool, using this to determine what plans we have to add Roth Deferrals to to for the Secure 2.0 Roth Catch Up change😏🙂. 

[austin3515]

Also just used to pull a listing of all plans effective post 12/31/2022 so that we don't file extensions for them!