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February 20, 2025

Here are the most recently added topics on the BenefitsLink® Message Boards

Mleech created a topic in Operating a TPA or Consulting Firm

General Thoughts on Datair?

"Our firm has used Relius for a very long time and we're.... Unhappy, to say the least. I've heard a lot of good things here about Datair. Does anyone have any experience with both programs with any notable differences in your experience? Also, I really have no scale of how outdated and clunky Datair is, and Relius is incredibly outdated and hard to use. Would someone mind sending me just a screenshot or two of the general Datair interface (with any firm-specific details blanked out, obviously)?"

5 replies so far   |    Click Here to Add a Reply

MD-Benefits Guy created a topic in Cafeteria Plans

Control Group Compliance/Testing Question

"If an employer is a part of a control group, which benefit plans and test are pooled together for testing? I know 401(k) plans would be tested as one ... what other benefit plans?"

6 replies so far   |    Click Here to Add a Reply

Rayofsunshine created a topic in Plan Document Amendments

Non-Standardized IDP vs. Prototypes

"I’m looking for opinions on using prototype documents versus pre-approved individually designed documents (IDPs). We recently switched from Relius to ftwilliam, and I’m considering proposing prototype documents for the next restatement. Previously, we avoided prototype documents due to the approval letters and per-document fees. However, ftwilliam doesn’t require the letters in our name for their prototypes. The higher ups here have preferred pre-approved IDPs to justify the restatement fee and formality of how they look, but I find prototypes easier for clients to understand. I’d appreciate any feedback."
No replies yet   |    Click Here to Add a Reply

Jakyasar created a topic in Retirement Plans in General

Changing NRA Assumption, Is It a BRF Issue?

"Looking at a combo proposal. DC has age 65 for NRA which I do not like as it should always have 'and 5 YOP', my personal opinion. Is it a BRF issue adding 'and 5YOP' now? According to the census provided, none of the employees would be affected by this change especially related vesting."

2 replies so far   |    Click Here to Add a Reply

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