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2023 RTUG MEETUP

RTUG Virtual - Schwab RT Demo
RTUG Virtual - Schwab RT Demo
When
Jul 10, 2025, 3:00 PM – 4:30 PM EDT
Where
Zoom

The Retirement Technology User Group (RTUG) is holding its annual meeting to discuss technology solutions related to Relius recordkeeping.

AGENDA

(Updated November 2022)

There will be a welcome reception Wednesday evening (2/1), followed by a full day of sessions on Thursday, concluding with a half-day members-only session on Friday.

  • NextGen & Keynote

    • Warren Jennings, FIS

      • "State of the Union" for FIS and Roadmap

      • Current feature set and timeline

      • High-level milestones on the road to NextGen

  • State of Relius On-Prem​​​

    • Vijay Guru FIS

    • Andy Hefty FIS​

      • Current support/upgrade cycles for new features and break/fix

      • Timeline of Oracle version support for installed

      • FIS recommendations and expectations for installed clients

  • Relius ASP Migrations (round table)

    • Colleen Williams FIS

    • RTUG Members

      • Current experiences of RTUG members who are in the migration process and already migrated

      • FIS recommendations on migrations

      • Best practices

  • API Real World Demo

    • Vijay Guru FIS

    • John Fasig FIS
      • Live example of what is possible using API's to get data out of the Relius ASP with example costs

      • Code Connect vs. Relius Connect

  • FIS Support Update​

    • Andy Hefty FIS

    • Harold Harbeson FIS

    • Barbara Sharp FIS

      • ​​Current state of FIS support

      • Best practices for ticket support and using the new support portal

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