A custom tailored 4-5 day course is offered to employee benefits professionals who are new to processing and desire hands-on training. Agenda items include system, plan, and participant level configurations which govern the rules for processing, typical daily activities, processes, loan processing, adding and modifying participant data, processing contributions, error corrections, reporting, contribution allocation, transfers, distributions and more. Recommended for individuals whose responsibilities include general system maintenance, plan setup functions and day-to-day processing, as well as those individuals who are new to the Recordkeeping system and require a high level overview of Schwab RT's product.

This is an all day event that will take you through the migration process and include an opportunity for you to get specific guidance with your company reports on how to plan to covert to SQL. You will leave with a personalized implementation strategy for your organization.  You will understand the misconceptions—what's fact and what's fiction, overcome the hurdles, minimize your exposure when migrating onto the SQL Recordkeeping (SQL RK) platform. Hear about lessons learned from client experiences, system improvements that were made to facilitate the migration process, advances in product functionality only available via SQL RK, and our development philosophy.

This 3-1/2 day course has been updated to include several topics centered on the new MS SQL Recordkeeping product. These include MS SQL Server version selection, system migration strategy, development options, and MS SQL Server maintenance. Additionally, the Technical Workshop provides a comprehensive education on the various diagnostic and troubleshooting tips used to maximize system "up" time and on accessing Recordkeeping's core files via Reports and Visual Basic/Active X Controls.  This class covers requirements and acceptable configurations for Recordkeeping, Voice and Web. The class also covers Remote Processing and the use of Microsoft Windows NT/2000 as   platform, as well as other ancillary products that are beneficial to end-users. Hands-on is emphasized throughout the class.