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Agenda

* Agenda is tentative and subject to change.

Wednesday, November 16

1:00 p.m. - 5:00 p.m.	Registration
12:00 p.m. - 2:00 p.m.	Omni User Group Steering Committee (Closed)
2:00 p.m. - 3:00 p.m.	Omni User Group ASP Advisory Panel Omni User Group Client Services Advisory Panel
2:00 p.m. - 5:00 p.m.	Omni User Group DC Standing Committee Omni User Group Trade Standing Committee Omni User Group Payments Standing Committee
5:00 p.m. - 6:00 p.m.	Omni User Group General Session
6:00 p.m. - 9:00 p.m.	Welcome Reception

Thursday, November 17

7:00 a.m. - 5:00 p.m.	Registration
7:00 a.m. - 8:00 a.m.	Breakfast
8:00 a.m. - 8:15 a.m.	SunGard Welcome and Opening Remarks
8:15 a.m. - 9:15 a.m.	Industry Trends Panel with SunGard Executives
9:15 a.m. - 9:30 a.m.	Morning Break
9:30 a.m. - 10:30 a.m.	Legislative and Regulatory Update: The Evolution of Private Retirement Systems
10:30 a.m. - 10:45 a.m.	Break
10:45 a.m. - 11:45 a.m.	Client Facing Technologies: The Impact of Today's Technologies on Client Behavior
12:00 p.m. - 1:00 p.m.	Lunch
1:00 p.m. - 4:30 p.m.	Omni User Group Payments Standing Committee Omni User Group Trade Standing Committee
1:00 p.m. - 2:00 p.m.	Client Facing Technologies – The Impact of Today’s Technologies on Client Behaviors in the SunGard Environment Customer Panel (Omni & Relius)  Relius Administration – Help with Advanced Support Issues Relius Government Forms – Where are we now with EFAST2? Relius Administration – Defined Benefit – What’s New? Relius Administration – Maximizing DVC & STP Relius Documents ASP: Demo for Prospective Customers Omni User Group Technology Standing Committee Relius Support Lab: Relius Administration Relius Support Lab: Documents, Government Forms and Client Account Services
2:15 p.m. - 3:15 p.m.	Understanding and Leveraging Roadmap Assessments for Optimal Operational Efficiencies (Omni) Access Control Advantage Demo (Relius) Relius Government Forms: SAR Relius Technology General Update Relius 5500 Update: Amendments, Late Filings and Short Plan Years Relius Compliance: Are You Sure You Are Compliant? (Omni & Relius)  Relius Support Lab: Relius Administration Relius Support Lab: Documents, Government Forms and Client Account Services Omni User Group Web Standing Committee
2:15 p.m. - 4:30 p.m.	Relius Administration Efficiencies (double session)
3:15 p.m. - 3:30 p.m.	Afternoon Break
3:30 p.m. - 4:30 p.m.	Legislative and Regulatory Update: Fee Disclosures (Omni & Relius) Wealth Management University (Omni & Relius) General Investment Trends Retirement Income Roundtable (Omni & Relius) Relius Government Forms: 5500 Training for Web Client Users (Relius) Relius Documents ASP: User Group Meeting Relius Support Lab: Relius Administration Relius Support Lab: Documents, Government Forms and Client Account Services Omni User Group IVR Standing Committee
4:30 p.m. - 5:30 p.m.	Relius User Group for 403(b) Practitioners
6:00 p.m. - 7:00 p.m.	Cocktail Reception
7:00 p.m.	Dinner and Entertainment

Friday, November 18

7:00 a.m. - 8:00 a.m.	Breakfast
8:00 a.m. - 9:00 a.m.	Accelerating Time to Market with Next Generation Participant and Sponsor Capabilities (Omni) Relius Administration: Advanced Compliance Issues Rollover Solutions - Understand How to Simplify the Process for You and Your Constituents (Omni & Relius) Relius Documents ASP: Amendment Processing Module Relius Technology Roundtable Discussion What's New with Fidelity Directed Trustee Services (Omni & Relius)  Omni DC Roundtable Relius Support Lab: Relius Administration Relius Support Lab: Documents, Government Forms and Client Account Services EFAST2: Troubleshooting (Omni& Relius)
8:00 a.m. - 10:15 a.m.	Relius Administration Web: Extended Session Relius Administration Reporting Best Practices: Extended Session
9:15 a.m. - 10:15 a.m.	Understanding and Solving Complexities of Trading Operations (Omni & Relius) Paving the Way – Omni Solution Roadmap Understanding the Need to Streamline Architecture (ESF) (Omni) Relius Administration: Defined Benefit, How? Why? When? Educate, Entertain and Engage with vWise (Relius) Omni Payments Roundtable (Omni & Relius) Relius Administration: Processing 403(b) Plans Relius Support Lab: Relius Administration Relius Support Lab: Documents, Government Forms and Client Account Services Form 5500: What’s the Latest with Schedule C? (Omni & Relius)
10:15 a.m. - 10:45 a.m.	Morning Break
10:45 a.m - 11:45 a.m.	Capitalize on Workflow, Content Management and Process Automation Services from SunGard (Omni & Relius) Relius Support Lab: Relius Administration Relius Support Lab: Documents, Government Forms and Client Account Services Optimizing Omni Scripting Language 403(b) Processing for New Customers (Omni & Relius)   Straight-through Processing and Self Service (DVW) (Omni) Relius Government Forms: 5500 Web Client Tips and Tricks Omni Trade Roundtable Relius Technology - Advanced Topics Relius Connect: Web Tools for Automation and Integration What’s New in Relius Administration 16.0, 16.1, and 17.0?
12:00 p.m. - 1:00 p.m.	Lunch
1:00 p.m. - 2:00 p.m.	Relius Government Forms 5500: Classically Under-used Features Relius Support Lab: Relius Administration Relius Support Lab: Documents, Government Forms and Client Account Services SunGard’s WealthStation Fund Source - Combining Multi-Sourced Data to Engance Research for Pension Administrators (Omni & Relius)  Relius Documents - Preparing for PPA Restatements Form 5500 Filing Tips for 403(b) Plans (Omni & Relius)  Omni Administrator Web Roundtable Relius ASP: Tips on a Productive Environment What’s Coming with Fidelity Directed Trustee Services (Relius)  Omni Web Solutions for Servicing Participants, Sponsors and CSRs (Omni)
2:15 p.m. - 3:15 p.m.	What’s Going on in the World of Omni Payments and Disbursements? Relius Support Lab: Relius Administration Relius Support Lab: Documents, Government Forms and Client Account Services Omni Web Roundtable Relius Government Forms: 5500 Training for Desktop Users Straight-through Processing and Self Service (DVW) (Omni)