Registration and Fees

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

All registrations are confirmed by e-mail. Spam blocker or firewall software may block your e-mail confirmation. If you have not received your confirmation at least 5 days before the program date, please contact us at relius.education@sungard.com.

THREE WAYS TO REGISTER 

  1. Online - Secured form (paying with credit card)
    To register online, please select the city and date of your choice in the chart below. You will then complete the secure online registration form and submit with your credit card information.

    Location Cross-tested/Safe Harbor Plan Design 403(b) Plan Design
    ATLANTA August 11 August 12
    DALLAS August 12 August 13
    SEATTLE August 18 N/A
    SAN FRANCISCO August 19 August 20
    CHARLOTTE August 25 N/A
    BOSTON August 26 August 27
    DENVER September 24 N/A
    PITTSBURGH September 22 N/A
    MINNEAPOLIS September 23 September 24
    CINCINNATI September 29 N/A
    KANSAS CITY September 29 September 30
    CHICAGO September 30 October 1

    Dates and locations are subject to change.

  2. By fax* (paying with credit card)
    Fax to 904-399-0519
    Attn: Order Processing - Accounting
    * Select the Fax/Mail registration option at the right for a form to complete and fax.
  3. By mail* (paying by check - please make payable to "SunGard Business Systems, LLC")
    SunGard
    Attn: Order Processing - Accounting
    1660 Prudential Drive
    Jacksonville, FL 32207-8197
    * Select the Fax/Mail registration option at the right for a form to complete and mail.

Registration Fees Online/Mail/Fax:

Single Program

  • Early: $410 (payment received 15 days or more prior to the program date)
  • Standard: $435 (payment received less than 15 days prior to the program date)

Both programs, same location*

  • Early: $775 (payment received 15 days or more prior to the program date)
  • Standard: $825 (payment received less than 15 days prior to the program date)

*For both programs when offered in the same city, fees shown reflect multi-program discount. Multi-program discounts apply only for same person attending both programs in the same city.

Notes about registration

  • The registration fee includes all seminar materials, food and beverage as stated in program agenda. Fee does not include other meals, lodging, transportation or parking.
  • Registrations are confirmed by e-mail.
  • While walk-in registrations are accepted, be sure to call before the program to confirm that space and course materials are available.
  • Recording of the program is NOT permitted. If you have questions or require special assistance, send an e-mail to relius.education@sungard.com.

Volume Registration Discounts
Volume registration discounts are available for 6 or more registrants from the same firm attending the same program and city. For more information, send an email to relius.education@sungard.com or call 800-326-7235, ext. 7918 or ext. 4032.

Cancellation/Transfer Policy
All requests must be in writing. Full refund of program registration fee, less a $50 administrative fee will be made for cancellations received at least 10 business days prior to the program. There are no refunds for cancellations received later than 10 business days prior to the program. Multi-program registrants please note: Cancellation of only one program results in the loss of the multi-program discount. Transfer requests (within the same program only) must be received at least 10 business days prior to program date, and will result in a $25 administrative fee. Substitutions require at least five business days advance notice. Seminar requests, questions, or concerns may be faxed to SunGard, Attn: Educational Services, 904-399-0519, or e-mailed to relius.education@sungard.com.