Case Study: PA Retirement Solutions achieves a simpler, more streamlined plan administration with Wolters Kluwer ftwilliam.com

Converting to ftwilliam.com is simple and integration between modules is powerful.

PA Retirement Solutions, a retirement plan administration firm, was looking for a simpler and less cumbersome software experience after using FIS Relius. The team wanted a platform that better fit its clients’ needs without paying for unnecessary features, and they turned to Wolters Kluwer ELM Solutions’ ftwilliam.com software.

Wolters Kluwer ELM Solutions helped PA Retirement Solutions convert to ftwilliam.com with a straightforward implementation and easy file migration across about 150 plans. The staff quickly preferred the more streamlined, flexible system, and the company reported that the conversion was essentially a non-event, with only a modest learning curve and no significant issues during rollout.

PA Retirement Solutions

Todd A. Henry

President & James Delaney