Relius Administration Web Access
Relius Administration Participant gives you the option to access account information online. All data updates and/or activity initiated on the Web is then electronically entered in Relius Administration and can be batch processed as part of your daily workflow.
Whether you operate a traditional balance forward consulting and administration firm or provide full daily recordkeeping services, Plan Sponsor Web will help enhance your client/vendor relationship by more tightly integrating the relationship between the plan sponsor and your firm, while lowering operating costs for both.
Features
- Offers unlimited number of authorized users per plan and security set plan-by-plan
- Allows selection of plans to transfer payroll files and file submission online
- Provides ability to view plan financial totals by investment and source, by individual account (source and fund)
- Allows posting of Relius reports or other documents for employers to download, view, or print
- Link to participant information with same options and data available in Participant Web Module
Benefits
- Allows your brokers or financial advisors direct plan access or even participant level access to change portfolio model allocations, update participant investment election data and initiate the corresponding trades through Advisor Portal
- Collects the demographic and payroll files from your clients, and validates the data though the Data Validation Center (DVC)