SunGard's Relius software and services helps employee benefit professionals who manage recordkeeping, administration, compliance, document generation, testing and reporting of 401(k)/defined contribution, defined benefit and cafeteria/125 plans.
Relius Proposal
A complete qualified plan proposal solution used nationwide by plan consultants, agents, financial advisors, CPAs, and other professionals in the employee benefit industry.
• Designs available for all types of qualified plans
• Side-by-side comparisons of plan types
• Powerful solving routines to optimize plan benefits
• Capability to minimize hand-entered data through exporting and importing functionality
• Standard or customized reports
Relius Documents
A comprehensive document generation solution for law firms, third party administrators, banks, CPAs, and insurance companies that produce qualified retirement plans and health plans.
• Plan documents, adoption agreements, summary plan descriptions, and supporting forms packages
• Prototype documents submitted to the IRS on your behalf
• Data export capabilities to Relius Administration and Relius Government Forms
Relius Administration
An integrated software solution for pension administration and recordkeeping used in pension and benefit firms across the country.
• Defined Contribution, Defined Benefit, 403(b), 457, §125 plans, HRA, and HSA
• Balance forward or daily valued recordkeeping
• Comprehensive compliance testing
• Web access for participants, plan sponsors, and plan advisors
• Powerful automation of standard administrative and recordkeeping workflow routines
• Integration with major financial institutions
• Professional standard or customized reporting
• Data exporting capabilities to Relius Government Forms, Relius Documents and Relius Proposal
Relius Government Forms
An industry-leading provider of software and services for completing government forms related to employee compensation and benefit plans for accounting professionals and third party administrators.
• 5500s, 5300s, SARs and 1099/W-2s series
• EFAST-compliant, Electronic Filing (ELF) capable 5500 package for producing DOL/IRS Form 5500 and related schedules, various 990 forms, PBGC forms, and other forms pertinent to these filings
• Secure Web delivery tools for distributing annual 5500 filing packets to Plan Sponsors
• EFAST resource on complex 5500 form and schedule problems
• Generator for SAR and Disclosure Notices based on Form 5500
• Electronic/magnetic filing software, laser forms and supplies, and outsourcing services for 1099 and W-2 forms
• 5300 package for creating plan qualification and termination filings
Relius Education
Online and live seminars, and other industry-related products for third party administrators, recordkeeping specialists, tax attorneys, and pension benefits consultants.
• 150+ pension seminars conducted by industry experts on a range of timely topics for CE credit – held nationwide and via the Internet
• Interactive, self-paced online pension training courses for those new to the plan administration and recordkeeping industry – Pension Elements and Pension Educator
• Timely, ERISA-focused publications and ERISA Forms available through The Pension Library
• Custom communication pamphlets for educating employees on the latest benefit options
For more information complete the form to your right or call 800-326-7235, ext 5970.