Relius Roadmap

RANDUG

November 2018

Warren Jennings

2

Product Update

Warren Jennings

2017 Highlights

4

Release 2017.0 (February)

•Web Display Changes

•403(b) SPARK Distribution Import

Release 2017.1 (May)

•Retirement Communications: Participant Statements

•Fidelity PASW

•Mid-Atlantic Distribution Export Enhancements

•Matrix Distribution Export

•Updated 5500 XML Schema Export

•Relius Web Display Changes

•SGN – New SFTP process

•YEDC Enhancements

•Support Defects

Release 2017.2 (August)

•Retirement Communications: Plan Sponsor Statements

•Voya Allocated Link

•Fidelity 22c-2

•Fidelity Fee & Revenue

•Support Defects

Release 2017.3 (November)

•Reliance Trust Integration

•Retirement Communications Enhancements

•Schwab NOD/ACH

•Web Pending Transaction/Current Balance

•Web Investment URL

•Web Enrollment

•Web Grid Enhancements

•Single Sign-On (SSO) –SAML 2.0

•Relius YEDC Enhancements

•MyRetirement – New Calculation Engine

Q1’17 Q2’17 Q3’17 Q4’17

2018 Highlights

5

Release 2018.0 (April 20)

•Security – MFA

•Retirement Communications

•Relius Web

•Contribution Widget

•User Identification

•Retirement Tips Widget

•Beneficiary View only

•SSO Access

•STP/DVC Enhancements

•Compliance Enhancements

•YEDC Enhancements

•Reliance Trust Integration

•Support Defects

Release 2018.1 (July 20)

•Security

•Retirement Communications

•Managed Accounts

•Fidelity PAS-W

•Tax law changes affecting retirement plans

Release 2018.2 (October 19)

•Security – Google Authenticator

•Retirement Communications

•Relius Web

•Automatic Enrollment Enhancements

•Fidelity Enhancements

•ACH Enhancements (Matrix, MATC)

•Reliance Trust Integration

•FIS Branding

2019 Release Schedule*

•2019.0 - April 2019

•2019.1 - October 2019

Q2’18 Q3’18 Q4’18 2019*

*Subject to change

Check out the What’s New at 2018.x available at

https://www.relius.net/Support/RAD.aspx

Security – Multi-Factor Authentication

2018 Highlights

6

• What it includes

– Relius Administration Web

– Relius Government Forms ASP

– One Time Pin (OTP)

– Secure transactions

– Authenticator app (i.e. Google Authenticator)

Retirement Communications Package

2018 Highlights

7

• What it includes

– Participant and Plan Sponsor Statements enhancements

MyRetirement integration

Morningstar® Fund Performance

Dynamic layout

Bulk mailing

Schwab Bank Savings

– Fee disclosures - ERISA regulation 404(a)(5) - TBD* 2019

Relius Web

2018 Highlights

8

• What it includes

– Enhancements to Contribution widget

– Enhancements to Retirement Tips widget

– Enhancements to User Identification

Relius YEDC

2018 Highlights

9

• What it includes

− The Relius Year End Data Collection solution is a

highly configurable application that enables plan

service providers to easily collect and review data

at year end.

Create customizable YEDC consisting of plan level

questionnaires, instructions and notifications

Prefill questionnaires and census with data from

Relius Administration

Establish contact access to YEDC

Publish YEDC for plan sponsor review

Validate YEDC payroll against year-to-date payroll

for discrepancies

Update and review information completed as part

of YEDC directly in Relius Administration

Web themes are now available to match Relius

Administration web

2019 Roadmap

10

Release 2019.0 (April 13)*

•Mobile App

•Security – MFA

•Retirement Communications –Fee Disclosure

•Automatic Enrollment

•Relius Web & MyRetirement

•Compliance Enhancements

•Managed Accounts

•Support Defects

Release 2018.1 (October 26)*

•Security

•Retirement Communications

•Relius Web & User Experience

•Technology Enhancements

•Support Defects

•Payroll Integration

Q2’19* Q4’19*

*Subject to change*Subject to change

Relius Mobile App

2019 Roadmap

11

• What it includes

– Relius mobile app

– Generic v. branded

– Important participant info

Balances

Contribution change

ROR

Allocations

Last contribution

Messaging

• Delivery

– Target 2019.0

Relius Mobile App

2019 Roadmap

12

• What it includes

– https://fiswrux.invisionapp.com/share/8BNVZOE9453#/318516599_Loading-Screen

– Display key data

– Keep it simple

– Make it intuitive

Retirement Planning

13

• What it includes:

– Enhanced integration with MyRetirement

– Enhanced widget

– Enhanced reporting

• Delivery:

– TBD* 2019

2019 Roadmap

Plan Health/Data Analytics

2019 Roadmap

14

• What it includes

– Data aggregation

– Dynamic interface to view/report plan health

– Potential integration with other partners

• Delivery:

– TBD

15

Questions?

©2018 FIS and/or its subsidiaries. All Rights Reserved. FIS confidential and proprietary information.

16

Survey on Guidebook

©2018 FIS and/or its subsidiaries. All Rights Reserved. FIS confidential and proprietary information.