Relius Proposal
Relius Proposal helps you determine and develop the best and most flexible plan for the administration and recordkeeping needs of your clients. Every business has a different approach to a common goal and Relius Proposal allows for customization possibilities to aid client objectives while delivering an efficient, compliant retirement plan.
Features
- Produces side-by-side comparison reports with up to 5 plan designs on a single page
- Invites data entry with user-friendly interface
- Includes the latest industry statutes and regulations
- Provides a library of functional plan choices and powerful solving tools
- Delivers comprehensive reports
Benefits
- Lets you manage with confidence
- Saves time with the plan design template library
- Showcases versatility of services with multiple plan design choices
- Presents information graphically for clear communication