Hosted at the beautiful Sandpearl Resort in Clearwater Beach, FL
Wednesday, November 12 – Friday, November 14, 2025.
Join or renew today and enjoy the benefits of participating in our discussions, meetings, and events.
Monday; 8:50 – 9:50
Speaker:
David Schultz (Relius)
Description:
Learn more about the latest guidance from the IRS and DOL along with current regulatory and legislative initiatives emerging from our nation’s capital. This session reviews the important regulatory changes that have already been announced and helps you to prepare for the significant impact that the SECURE Act can have on your practice.
Monday; 4:40 – 5:10
Title:
So, What’s Your Story? (Hint: It’s Not Your Service)
Description:
The more clearly you communicate the problems you solve, the more likely you’ll find clients that fit you. Creating your story around this intention will also more likely make your brand memorable. You’ll leave this session with greater clarity about what your true message is and a clear action plan to implement it.
Tuesday; 9:10 – 9:55
Speaker:
Mark Reasoner (Relius)
Description:
A look at our recent release features and a look forward to the future of the Relius systems. Join us as we review our bold new strategy for 2020 and beyond.
Tuesday; 3:10 – 4:20
Speaker:
David Schultz (Relius)
Description:
The IRS’s EPCRS program is an important, and ever changing, tool for maintaining plan compliance in a world where mistakes happen. This two-part session uses case studies to highlight how the 2019 changes to the EPCRS program apply to a variety of common plan qualification failures.
Tuesday; 8:30 – 9:00
Speaker:
David Schultz (Relius)
Description:
The use of automatic enrollment and escalation provisions continues to grow and for good reasons. While such provisions can be frustrating for TPAs and recordkeepers, they can provide significant benefits to participants and plan sponsors (and, not for nothing, the advisors who refer them). As a prelude to more technical sessions on applying auto-enrollment features in Relius Administration, this session highlights the benefits of auto-enrollment done right.
Tuesday; 1:15 – 2:15
Speaker(s):
Valerie Gray, Phu Le (Relius)
Description:
Get a first look at the Retirement Mobile App for Relius Administration, including setup and available functionality. The Retirement Mobile App provides a clean interface, optimized navigation and biometric login capabilities to allow participants quick and easy access to plan information anytime, anywhere on their mobile device. The FIS Retirement Mobile App can be customized with your specific brand logo, color scheme, institution-specific privacy policy and a mobile-specific participant agreement.
Monday; 4:00 – 4:30
Speaker:
Valerie Gray (Relius)
Description:
Looking to provide more secure access and mitigate the risk to participants retirement accounts? In this session get a beginners look at what is needed to implement and use Multi-Factor Authentication (MFA) for Relius Administration web. We will cover what information is needed to establish credentials, how to collect information from users, and how the overall MFA process works to provide secure access.
Tuesday; 9:10 – 9:55
Speaker:
Mary Brown (Relius)
Description:
Deep dive into the plan specs options and how they impact Auto Enrollment and Auto Acceleration processing. We will also review the processing flow and how the new Reset Utility helps with year end processing for non-enrolled or rehired employees. In the second session we will focus on the web experience for participants during enrollment.
Monday; 11:00 – 11:45
Speaker:
Mary Brown (Relius)
Description:
A look at our recent release features and a look forward to the future of the Relius systems. Join us as we review our bold new strategy for 2020 and beyond.
Monday; 10:15 – 11:00
Title:
Reconnecting Former Employees with their Retirement Funds
Description:
Few would argue that the advent of Automatic Enrollment in retirement plans has been anything short of successful. But like so many great ideas, it’s success has been accompanied by unintended consequences. For automatic enrollment, that unintended consequence is a dramatic increase in the number of accounts left behind by former employees, which government research shows is in the millions annually. The Department of Labor has taken notice and emphasized the importance of locating missing participants for plan sponsors and providers.
This session will help you:
Monday; 12:45 – 1:30
Title:
Bespoke Managed Account Service
Description:
This session will provide a demo and overview of the Bespoke Portfolio Service, a new managed account service developed by Slavic401k. Bespoke provides participants with a recommended deferral rate, as well as a customized investment portfolio comprising funds from the existing lineup. Bespoke is fully integrated with Relius and is offered at a very low cost.
Monday November 12; 2:20 PM – 3:05 PM
Title:
Charles Schwab Bank Product and Services Showcase
Description:
Join us for an impactful session on the latest products and services available at Charles Schwab Bank. We will explore the Health Savings Account marketplace and the opportunities for recordkeepers and advisors, showcase new enhancements to the Schwab Retirement Center, and other new products and services. You will receive valuable information about the tools and resources available to you at Charles Schwab to address fraud, understand cyber security, and available tools to educate your employees and your clients. We will also share highlights of the new features on the Relius system to support the Schwab platform, as well as provide you with an opportunity to share your thoughts and feedback as we build the roadmap for the future.
Tuesday November 13; 11:45 AM – 12:15 PM
Description:
This session will include a brief overview of Oracle best practices, hot-button issues, and anticipated topics for the launch of the new Relius Technology User Group (RTUG) meeting in January. The Relius Technology User Group will cater specifically to the technology leaders of clients who have Relius installed locally.
Monday November 12; 1:40 PM – 2:10 PM
Speakers: Bruce Matta, Bo Baribeau and Melissa Thompson
Title:
Technological Enhancements
Description:
Technology updates including the new web-based Bridge.Net application, automated ACH Debit file from Relius, consolidation of 3 cash buckets, and Single Sign-On connectivity.
Tuesday November 13; 11:45 AM – 12:15 PM
Title:
How to Add Value and Protect Your Clients from Missing Participant Challenges
Description:
Tuesday November 13; 3:20 PM – 4:05 PM
Description:
On average, your plan sponsors and you are losing weeks of productivity annually coordinating the exchange of census and payroll information. Learn how Payroll Integrations can help you streamline your processes, sign new and keep existing clients, and help you level the playing field with some of the biggest recordkeepers in America.
Monday November 12; 9:50 AM – 10:35 PM
Description:
Automatic Rollovers for Small Accounts Missing participants (former employees) and uncashed checks are getting the attention of Washington and the DOL. Plans sponsors need to change the process of locating missing participants or use solutions like automatic rollovers. Take a good look at what is likely in the new Form 5500.
Description:
Fidelity Clearing & Custody Solutions will present the results of the “Fidelity 2018 Pan Sponsor Attitudes” survey and an overview of product and platform enhancements including the Fidelity participant managed account solution.
– LDIntelligence presents the next generation of iJoin:Tuesday November 13; 10:50 AM – 11:35 AM; Speakers: Chip Moore, VP Business Development; Jeremy Gioia, VP Product Technology; Steve McCoy, COO
Description:
Join us to learn how our all-new digital experience improves plan setup and workflow and enhances employer and employee on-boarding experiences. iJoin ENROLL + iJoin MAP provides recordkeepers and advisors additional options to differentiate with our forward-looking managed account program. Also get a glimpse of the future with iJoin VIEW and ACT, two products that will provide deep plan analytics, reporting, and advisor focused communication and marketing materials.
– Engage Your Audience with VideoMonday, 12; 12:45 – 1:30pm; Speaker: Tom Makeever, Partner GSM Marketing
Description:
Marketing’s goal is to create awareness and engagement on topics of interest to your prospects, clients and referral partners. Video can be persuasive – if it’s done well. But it can be difficult and expensive to do.
Introducing –
In this session, we’ll show you how GSM has made it easy and super cost-effective to deploy studio-quality, custom-branded video content to make your website more engaging and to fuel your marketing campaigns.
Speaker: David Schultz
An overview of the new Relius Communications Bundle designed to deliver high-quality retirement plan communications, including participant statements, plan sponsor statements, enrollment kits, fund fact sheets and fee disclosures.
Speaker: Millie Ferrare
An advanced training session in groups with a Senior Crystal Reports Technician runs in conjunction with the topics being presented (additional meeting room required). See what Crystal Reports can do for you.
Speaker: Millie Ferrare
How to navigate in Crystal Report Designer and make minor changes to your favorite reports.
Speaker: TBD – Will depend on questions submitted
Please send questions at your earliest convenience.
Speaker: Mary Brown
Regulations might require eligible participants to be automatically enrolled in a 401(k) plan until and unless they specifically opt out. The plan could also require this automatic enrollment to be at a specified contribution rate which could go up over time. Even though participants might usually set their own contribution rates or amounts, this might still be something the recordkeeper needs to deal with. Fortunately, Relius Administration has several tools available to help manage this process easily and efficiently.
Speaker: Colleen Williams
We can spend a lot of time doing things every day that could be done automatically. Straight Through Processing (STP) can automate things like importing files, processing transactions, generating trades and running reports. We can’t cover it all in one session, but this session will introduce how STP can help.
Speaker: Colleen Williams
How do you create XML’s and use them for day to day transactions, i.e. distributions and fees. Let’s review and share experiences/case studies.
Speaker: Phu Le
Relius’ Commitment to Keeping You and Your Clients Secure.
Firms have a growing need for control and security. Learn how FIS manages security in its hosting environment, builds security into its applications, ensures the application is available when you need it and manages the audits needed to ensure our compliance – so you can ensure your compliance. We’ll discuss topics such as encryption, application security and Multi-Factor Authentication (MFA) and how FIS is incorporating into our solutions.
Speaker: Warren Jennings
This session will provide a state-of-the-union update focused on our Relius suite of solutions. Learn about new software functionality, preview projects in flight, and discuss future enhancements to the Relius systems.