Relius Documents

Relius Documents is a comprehensive document generation system used to produce plan documents, adoption agreements, summary plan descriptions, and supporting forms packages for qualified retirement plans and health plans. Written by Relius’ nationally recognized employee benefits attorneys, the document language is continually updated to comply with industry legislation and trends.

Features

  • Industry known consultants and legal attorneys
  • Offers checks for completeness and advisories on some of the most common user errors as part of the document generation process
  • IRS compliant plan documents and supporting forms packages
  • SunGard's Volume Submitter and Mass Submitter status helps lead to lower IRS fees
  • Assists you with IRS plan approval

Benefits

  • Helps save time involved in researching and drafting plan documentation
  • Reduces cost and time commitment with IRS-approved Mass Submitter 
  • Customizes documents to suit specific business needs

Brochures & Datasheets

  • Relius Documents - Document Management Services (DMS)

    An “invisible back-office” for companies who maintain 300 or more plan documents. DMS can handle all of your document needs, including new plan documents, amendments (IRS-required and employer requested), notices (safe-harbor, EACA, QACA, etc.) and IRS required plan document restatements.

  • Relius Documents Cafeteria Plan Documents

    Cafeteria plan documents and supporting form packages written by nationally recognized employee benefit attorneys

  • Relius Documents Retirement Plan Documents

    Retirement plan documents and supporting form packages written by nationally recognized employee benefit attorneys.

  • Relius Documents Self-Funded Plan Documents

    Self-funded plan documents written by nationally recognized health consultants.

  • Relius Documents Service Bureau

    A document generation service that relies on SunGard to create retirement and health plan documents and supporting form packages from a submitted checklist or Adoption Agreement on a one-time or infrequent basis.

  • Relius Documents System

    A document generation solution for creating and managing retirement and health plan documents and supporting form packages via the Internet. The system accommodates the production of all types of retirement plan documents, cafeteria and self-funded plan documents. All documents and supporting forms packages are written by our nationally recognized employee benefit attorneys.