PA Retirement Solutions

Todd has been working in the retirement plan industry since 1998 and is an industry expert in complex plan design for all defined contribution plans. As Senior Plan Administrator, James is a highly qualified expert on the systems and processes necessary to provide excellent service to clients in this industry. The firm, PA Retirement Solutions, had been using a different software vendor, FIS Relius, but soon after switching,’s software quickly became the organization’s favorite. The staff at PA Retirement Solutions has found that’s software is just not as cumbersome.

“Every single employee here has used the FIS Relius software we were using before, either with us or elsewhere at some point, and most now prefer is more streamlined and gives more flexibility. With the other software, we were paying for features and functionalities that were not important to our clients.”

System conversion is simple

PA Retirement Solutions was young and small when they onboarded They didn’t have too many plans to convert, about 150, but they still expected conversion to be harder. In reality, it was simple. In fact, the process of converting files over to the software was so simple, their “conversion” process focused primarily on learning how to use the system and getting things started correctly, which PA Retirement Solutions also found was not much of a challenge.

“The conversion to documents was a non-event. It was a very simple process. Like with anything, there was a little bit of a learning curve, but ftwilliam’s system is not cumbersome, and everyone picked it up quickly without having ask ftwilliam too many questions.”

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David G. Leonard & Associates, Inc.

Beverly Hudson, Vice President and co-owner of David G. Leonard & Associates, Inc., has over 35 years of experience in the pension industry with a concentrated focus on third party administration services for defined contribution plans.  She manages operations, installation, and implementation services while assisting with strategic plan design to acquire new business.

“I tried out the 5500 software and I thought ‘Oh my god. This is wow!’. Even Dave said, ‘Thank you for switching us over. This is really nice.’ Honestly, I just wish I had done it sooner.”

Why the “wow”?

Beverly was impressed with the ability to make adjustments within the documents themselves once loaded, the seamless integration between the modules, and the amazing service she got from customer support. All combined it made a compelling reason to start converting to more of’s software modules.

She ultimately found the Compliance Module to be “easy to use, logical, and more flexible” than her previous software.

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Marsh & McLennan Agency LLC

Peggy Roisch, Director of Retirement Operations, and her team at Marsh & McLennan Agency LLC, a world class provider of value-driven employee benefit solutions, has been an customer for several years now. Prior to converting to, Peggy and her team had been using the same employee benefits software vendor for more than a decade. However, as the cost continued to rise each year Peggy started researching what other options were available and zeroed in on They started with the 5500 software and quickly fell in love with the software after an easy conversion. Next, they converted over to the Documents Software with PPA restatements.
“Obviously there’s some work involved, but once we got the process down, and with the great support from, I can’t say that we had any issues with the conversion. We just love the Compliance software.”


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Empower Retirement

Empower Retirement, the second largest retirement company in the country1 with 8 million+ plan participants2, has been a 5500 software customer for several years now. Empower Retirement decided to make the switch to’s 5500 software from a previous vendor and Brian Garipay, a Compliance Manager at Empower Retirement, was tapped as a team lead in the conversion to

Unique Criteria Not a Problem

One of Brian’s main goals was to ensure the proper training for his department so that they could be up and running as quickly and as efficiently as possible. Brian immediately noticed when beginning to work with the support and technical staff how well they truly listened to his team’s specific needs and concerns, and then fully provided his team with everything required for a seamless conversion.

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Beacon Benefits, Inc.

Reliable, efficient tools at a reasonable price

Michael Hagan was previously using a different software vendor until he learned their subscription costs would be increasing drastically come their renewal period. So, he and his team began researching new options and as they spoke to current users and heard their positive recommendations, they decided to learn more. As a Principal of Beacon Benefits, Inc., and responsible for a large number of plans himself, Michael needed software that could provide both him and the company with reliable, efficient tools at a reasonable price, and one that didn’t require a steep learning curve or complicated conversion process.

“Everybody we spoke to spoke very highly of, so when we reached out and were shown all of the demos and the pricing difference, it was a no-brainer for us.’s products are exactly what we need.”

No steep learning curve or complicated conversion process

Michael and his team transitioned in 2014 to’s Documents, Form 5500, and Compliance software modules. Even with a large number of plans to convert, they found the process to be painless, stating, “it’s very easy and intuitive to use the software, so we’ve been very happy with that transition.”

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Magnuson, McHugh & Co

One of the goals of Magnuson, McHugh & Co is to provide their clients with the best possible retirement plan that fits their client’s business’ needs – some of whom have unique and custom design needs. Another goal of the firm is to grow their retirement plan services. As Manager of Retirement Plan Services, Cynthia Beaulaurier realized that their current software was not the right fit in order to meet these goals, so she set out to find a better, higher-quality document software system.

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