Relius Government Forms

SunGard's Relius Government Forms solution features easy-to-use, EFAST-approved forms, helping ensure the comprehensive, accurate automation of the form completion process while helping to save you time and resources. Package offerings include 5500, 5500 enterprise edition, 5300, 1099/W-2, SAR, 1099/W-2 outsourcing, 5500 filing guide and 5500 web client (an online web collaboration tool).

Features
  • Automates the delivery of annual 5500 filing packets
  • Imports and validates recipient data in batch mode for 1099s
  • Checks errors on multiple levels with extensive entry validation
  • Provides all IRS, DOL and PBGC instructions online
  • Files to the DOL/IRS for Forms 5500, 5500-EZ and all related schedules electronically
  • Offers online training through a variety of in-person, instructor-led sessions
Benefits
  • Helps enhance productivity and streamline processing with application modules
  • Includes filing guides to help save time in form submission
  • Saves time and reduces expense through batch processing and electronic filing
  • Cuts risk of audit when optional outsourcing filing services are used

What we offer

  • Relius Government Forms 1099/W-2

    SunGard's Relius Government Forms 1099/W-2 module offers a comprehensive solution for the preparation of all 1099 series forms as well as W-2s. offers a comprehensive solution for the preparation of all 1099 series forms as well as W-2s. The solution supports electronic and magnetic filing with the IRS under its combined federal/state filing program.

    Features

    • Provides extensive entry validation
    • Offers data import
    • Includes online help
    • Provides filer information worksheets
    • Offers multiple reports

    Benefits

    • Imports existing data from other programs to reduce filing completion time
    • Provides instant access to all IRS instructions and user guides through online hypertext help
    • Saves time by entering all necessary payer information for filings once on the filer information worksheet
    • Transfers data from previous years to the current year via carry-forward feature
    • Allows recipient records to be viewed in a different order than printed and tagged if issuing corrected records or reporting lost records
    • Offers filer summary and detailed recipient reports to facilitate reconciliation with other systems or for use a final checklist

  • Relius Government Forms 5300

    SunGard's Relius Government Forms 5300 produces plan qualification and termination filings for employee compensation and benefit plans. Coverage includes IRS 5300, PBGC 500/600 series, etc.

    Features

    • Produces approved substitute forms for the red OCR pages scanned by the IRS
    • Imports data from other programs to reduce time needed to complete filings
    • Allows multiple forms to be viewed and edited at the same time
    • Can print data in any installed Windows true-type font on forms
    • Allows access to common program functions and settings through the speed bar
    • Automates annual 5500 filing packets with Relius Government Forms 5500 Web Client

    Benefits

    • Provides instant access to all IRS and PBGC instructions and user guides through an online hypertext help system
    • Allows multiple forms to be viewed and edited at the same time
    • Easily integrates with other software to simplify annual maintenance related to form changes

  • Relius Government Forms 5500

    SunGard's Relius Government Forms 5500 module provides forms for the annual reporting of information for employee compensation and benefit plans, including Department of Labor (DOL)/IRS Form 5500 and related schedules, PBGC comprehensive premium form, PBGC Form 1-ES, and other forms pertinent to filings for the current and three previous form years.

    Features

    • Provides extensive entry validation
    • Produces DOL/IRS Forms 5500, 5500-EZ and all related schedules
    • Includes more than 5,000 completeness and consistency checks of all form entries, IRS’s audit checks, many supplemental edit checks, violation of law flags, required schedules/attachments checklist and applicable signature reminders to help ensure accurate returns
    • Provides electronic filing (ELF) to the DOL/IRS supported for Forms 5500, 5500-EZ and all related schedules

    Benefits

    • Uses common entries for data automatically updated in all forms and schedules
    • Saves time with smart cursor flow that automatically skips past unnecessary entry fields
    • Provides instant access to all IRS, DOL and PBGC instructions and user guides though online context sensitive help
    • Uses XML to make it easier to exchange data with legacy systems or other software
    • Automatically adjusts dates, simplifying each step in the process
    • Offers packages for small to large volume processors as well as a batch option

  • Relius Government Forms 5500 Web Client

    EFAST2 introduced significant changes and a host of new challenges to service providers and plan sponsors filing Form 5500. When filing for the 2009 plan year, it is important that you review your processes and procedures and prepare your staff and clients on how to comply with the new rules.

    SunGard’s Relius Government Forms 5500 Web Client is a secure, interactive, online EFAST2 solution that can help you and your clients meet these challenges. Give your clients an efficient way to gather all necessary information and electronically file their 5500 forms and schedules.

    Features

    • Supports Forms 5500 and schedules, 5558, PBGC Comprehensive Premium Form, 5330 (and when released - 8955-SSA); EFAST2 signing ceremony; reporting of plan progress and filing statuses
    • Allows customizable and automatic reminder e-mails communicating the status of filings to either or both plan sponsors and third-party administrators (TPAs), as well as a place for collaborating upon the preparation of their 5500 filing
    • Helps save time and money in the printing and mailing of archival copies of Form 5500 to each plan sponsor
    • Helps plan sponsors to transmit the IFAS filings instead of TPAs
    • Retains a snapshot of each transmission to IFAS for full Department of Labor validation prior to transmission

    Benefits

    • Helps save time and cost associated with manually preparing and mailing annual reporting packets
    • Accessibility of filings via an Internet connection
    • Allows you and your clients to view and collaborate simultaneously online
    • Allows clients to view and/or edit forms and schedules

  • Relius Government Forms SAR

    SunGard's Relius Government Forms SAR module produces summary annual reports and disclosure notices based on Form 5500 and its schedules as created in Relius Government Forms 5500. Relius Government Forms SAR also produces the PBGC notice for underfunded plans.

    Features

    • Offers automatic data import
    • Features custom wording and custom formatting options
    • Provides default data options and exporting options
    • Supports batch printing
    • Offers dynamic text

    Benefits

    • Extracts plan information automatically from 5500 forms and schedules created within Relius Government Forms 5500
    • Makes plan information available in summary format and modifiable and printable prior to merging with SAR/notice text
    • Provides carry forward option from prior year’s SAR/notice
    • Offers completely customizable default wording with an unlimited number of templates
    • Includes option to save in Rich Text Format for editing in other word processors while retaining original formatting
    • Allows any installed Microsoft Windows font and printer to be selected for SAR output
    • Allows multiple SAR/notices to be viewed and edited at the same time

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