Case Study: David G. Leonard & Associates streamlines plan administration with Wolters Kluwer ELM Solutions' ftwilliam.com

Make the switch to ftwilliam.com I wish I had done it sooner

Beverly Hudson, Vice President of the pension administration firm David G. Leonard & Associates, was a long-time user of a different software platform and was initially hesitant to switch vendors. Her challenge was finding a new solution that was intuitive, integrated, and powerful enough to manage the firm's defined contribution plan services without a disruptive transition. After learning about ftwilliam.com at a conference, she decided to test their 5500 forms software to assess its capabilities.

Wolters Kluwer ELM Solutions provided its ftwilliam.com software, starting with the 5500 module. The solution was so seamless and easy to use that the firm quickly added the 1099, Compliance, and Portal modules. The deep integration between modules, the flexibility to make adjustments after uploading data, and the top-notch customer support made the transition natural. The result was a streamlined workflow that saved time, provided powerful reporting for audits, and eliminated the need for their previous software. Hudson was highly impressed, stating the switch was a clear improvement and that she only wished she had adopted ftwilliam.com's solutions sooner.

David G. Leonard & Associates

Beverly Hudson

Vice President & Co-Owner