Relius 403(b)
RELIUS 403(b)
SunGard’s Relius Administration, Relius Documents, Relius Education and Relius Government Forms combine to create a solution that helps you address 403(b) compliance, including Form 5500 filing, new deferral deposit timing rules (on plans subject to Title 1), required plan documentation, plan termination rules and much more.
Features
- Facilitates combined reporting of 403(b) contracts
- Supports documentation and filing of Form 5500 and any required attachments
- Provides tools for approval and monitoring of hardship withdrawals
- Handles monitoring of loan limits and age 50- and 15-year catch-up provisions
- Supports creation of required plan documentation
Benefits
- Helps you work more efficiently and faster in your compliance efforts
- Handles the recordkeeping and administration for retirement plans of tax-exempt and governmental entities, such as 403(b) and 457 plans
- Delivers robust compliance processing, including forms that help ensure compliant filings
- Creates an adaptable and customizable plan document for facilitating full administration, compliance planning and execution
- Provides access to relevant education, resources and updates, delivered and authored by nationally known industry experts
Brochures & Datasheets
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Relius
An integrated retirement plan recordkeeping solution used by third-party administrators, banks, insurance companies, CPAs, attorneys and corporations.