The coming influx of new retirees brings both opportunity and challenges that create a need for competitive solutions. As you compete for assets, how you service clients becomes the differentiator. FIS™ offers retirement services that link activities across the entire retirement life cycle so you can focus on your customers’ needs instead of business processes.
Providing world-class customer service means having well-versed, well-educated employees. With retirement and pension education services, FIS™ keeps both new and experienced employees informed of relevant retirement industry changes. Many on-demand educational offerings include continuing education credits that help professionals maintain their designations without incurring registration or travel expenses.
The retirement government forms, reports, disclosures and other requirements that must be addressed as part of risk management and compliance can be daunting, especially with rapidly changing, complex legislation. The FIS™ Government Forms solution helps ensure the comprehensive, accurate automation of the retirement government form completion process while helping save you time and resources.
With more people living to age 65 and beyond, you need to be prepared to serve this growing population. This requires systems and processes that automate, organize, simplify and integrate your check writing, benefit disbursements and tax reporting activities. FIS payment services delivers the features, high-volume processing and connectivity required to maintain the pace.
With trends pointing to continuing asset growth in worldwide retirement investing, you need a partner that can help you fulfill recordkeeping requirements, improve customer service and position your business for growth. With FIS™ Omni and Relius retirement plan administration solutions, recordkeepers can administer defined benefit and defined contribution and other contributory schemes and plans worldwide from one system.
As Americans struggle to save for retirement, plan administrators face rising costs, constant regulatory changes and pressure to differentiate their retirement offering. Once reluctant to host technology or outsource back-office operations, they now seeing the benefits. Retirement outsourcing from FIS™ allow you to focus on differentiators that can add value and generate revenue.
While reducing trading costs is a priority, it can’t be at the expense of mitigating operational risk and ensuring trading integrity. FIS’ trade and reconciliation services brings multiple systems together in a single automated platform for trading, risk management and reconciliation. This FIS™ solution combines and connects transaction life cycle systems to reduce processing costs.
In this challenging economic and legal environment, retirement plan providers need a strong trust and fiduciary services partner to navigate fiduciary responsibilities and effectively manage their plans. From software to full-service trust, fiduciary and custodial solutions through Reliance Trust, an FIS™ company, providers can reduce fiduciary liability, comply with ERISA’s rigorous standards and remain competitive.
Timely, easy access to accurate information is critical if you want to gain efficiencies, reduce costs and provide exceptional client service. FIS™ provides retirement services to help you automate manual processes, enforce business procedures, communicate clearly with stakeholders, track performance and access key information needed for decision-making.