Course Materials

Cross-tested/Safe Harbor 401(k) Plan Design &
403(b) Plan Design Workshops

To make course materials a better reference and research tool for our customers, SunGard changed the way program materials are provided to registrants. Materials are now being made available to attendees in electronic format. Having course materials in electronic format provides several advantages for registrants:

  • Find information faster by searching the e-files using keywords
  • Store the e-files on your PC — you always know where they are
  • Choose from two formats for the slide presentation, or use both
    -  Three slides per page may be your preference for travel. (Printing two-sided also makes a smaller package for travel).
    -  Two slides per page may be your preference for storing on your PC or laptop, for easier reading.

Registrants should plan to bring the materials with them to the program — either hard copy or loaded into a laptop computer. Registrants are strongly encouraged to print and/or download the program materials prior to arriving at the seminar, as hotel business center printers and computers tend to be expensive.

IMPORTANT: To download the materials, Registrants are required to enter the RegID number and registrant's last name as shown in the registration confirmation e-mail. Materials are available 7–10 days before the program. Details are provided in your registration confirmation e-mail.

Alert: Firewall software may interfere with the downloading process. If you experience download problems, please contact your IT department or network administrator for assistance.

QUESTIONS?
If you have questions related to the workshops or your registration, please send an e-mail to relius.education@sungard.com, and someone will respond promptly.