About

A comprehensive suite that delivers peace of mind

With regulatory and legislative requirements becoming more complex and scrutiny on the rise, retirement plan providers must be more vigilant than ever. Let FIS™ Retirement Plan Compliance solutions put an end to your worries.

Our suite includes everything you need, including government forms, plan documents, data collection, management and restatement services, reporting and retirement plan compliance testing. Automated processes make sure the results are accurate and efficient. And, if you choose to outsource to us, you’ll be taking operational efficiency to a new level.

Minimize compliance testing risk

Leverage extensive compliance and reporting capabilities for defined contribution plans, 403(b), ESOP and 457 plans, and cross-testing.

Cut through the complexity

Whether you choose an in-house or outsourced arrangement, you’ll benefit from the same automated processes and reduced risk.

Increase processing efficiencies

Straight-through processing ensures faster, more streamlined operations, which dramatically reduces your labor costs.

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Insights

Government approved forms with accuracy you can count on

Bring new efficiency to filing Form 5500s and related forms. We’ll automate the processing, improve accuracy and save you time.

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Just what the IRS ordered: Compliant plan documents in no time

Generate your IRS-compliant plan documents, which are continually updated by our nationally recognized employee benefits attorneys.

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The name of the game: Real-time collaboration

Year-end data collection is simpler when you can communicate directly and securely with plan sponsors throughout the process.

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Leverage your invisible back-office partner

Take advantage of our expert staff to handle all your plan document needs, no matter the volume.

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More products for you

Recordkeeping and Plan Administration

Reduce costs and more effectively manage your retirement recordkeeping, trading and reconciliation, and payment processing for every plan type and market segment.

Retirement as a Service

Reduce operational overhead, scale your business for growth, and deliver an intuitive user experience with our retirement outsourcing services and expertise.

Trust and Custodial Services

Through Reliance Trust, an FIS company, we bring you seamless integration of recordkeeping with custodial and trust services, as well as a cohesive servicing model.