Case Study: Empower Retirement achieves seamless 5500 software conversion with Wolters Kluwer ELM Solutions

White glove product support makes for a seamless conversion

Empower Retirement, a large retirement services company, faced the challenge of converting to a new Form 5500 software provider efficiently and with minimal disruption to its workflow. They selected the 5500 software from vendor Wolters Kluwer ELM Solutions (ftwilliam.com) and needed to ensure their team was properly trained and supported throughout the transition.

Wolters Kluwer ELM Solutions provided exceptional, hands-on support, including immediate access to technical teams and personalized meetings to address unique workflow criteria. This "white glove" service resulted in a seamless conversion and a completely stress-free first filing season. The ongoing availability and knowledge of the support team ensured that any post-conversion questions were resolved quickly, leading to high user satisfaction and no operational issues.