Private Portal

Our Commitment

If you are an existing client, please login to access our secured site. Using this Private and Secure Portal you will be able to:

• Securely download and upload files
• Access the year end census packet to complete. We need this information to complete the year end administration. The 2 main files are the employee census, a spreadsheet template (partially prepopulated) for you to complete. The other is a questionnaire for you to answer
• Documents and Forms are any other files that may be required for retrieval on an as needed basis
• Relius Web Client – Another secure portal that will take you a website to view and e-sign your Form 5500
• In our private portal, you can also add, edit (name, phone number, email address), or delete users associated with your web account