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2024
RTUG MEETUP

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Photo attribution: Your Golf Travel

Wednesday, January 31st - Friday, February 2nd, 2024

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

We've scheduled our 2024 meetup at the Luxor Hotel & Casino in Las Vegas, NV (room block coming soon) and hope to see you all there! As in years past, the first night (Wednesday) will be an evening welcome reception followed by 1.5 days of conferences with a full day on Thursday followed by a dinner and half day on Friday.
 
Taking feedback from years past, we're working to bring Omni and NextGen resources to our meeting as well as user-led sessions with ideas on how to effectively manage and plan for a post-Relius future.
 
If you have any specific questions or topics you would like to discuss during the upcoming meeting, please feel free to send them to rtug@googlegroups.com so that we can incorporate them into the agenda.

 

Click here for final agenda

(Summary Agenda is below)

AGENDA

 

Day 0 - Evening Welcome Reception (no sessions)

Day 1 - Full Day, FIS & RTUG

Warren Jennings, FIS - Keynote, State of the (FIS) Union (single session)

  • Industry perspective FIS updates outside of NextGen

  • Current state of Relius Administration (on-prem, ASP)

  • Support timeline (Product support, EOL, etc.)

  • Third-party integrations

 

Brahim Choucha, FIS - VP of Omni Front Office Development, NextGen Project Lead (multiple sessions)

  • NextGen architecture

  • Feature roadmap

  • API consumption

  • How to prep for NextGen

  • Global datastore

  • Reporting (Crystal Reports to NextGen)

 

Open Session and FIS Feedback (single session)

Group Dinner (Jaleo by José Andrés

Day 2 (half day) - RTUG members only

 

Open Forums - RTUG Member-led sessions

  • Managed Services vs Hosting your own

  • Incremental Adaptation

    • Pro/cons full app vs. consumable API’s/modules)

  • Cloud Hosting Relius

  • Planning for future

    • How to effectively RFI/RFP in the retirement space

    • Competitive marketplace, transition strategies

  • User group/meeting feedback and future planning

 

Topics are subject to change, time slots are being scheduled and will be distributed to attendees when finalized.

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