RETIREMENT PLAN COMPLIANCE SOLUTIONS
When accuracy and efficiency matter, here’s everything you need to meet all your retirement plan compliance requirements.
A comprehensive suite that delivers peace of mind
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.
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.Download product sheet
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.Download product sheet
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.Download product sheet
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.