Check out our newest solutions and learn more!

Business Process Outsourcing

Listen to our BPO webinar!

Let FIS help you increase scale and reduce overall costs associated with providing retirement plan services. FIS offers business process outsourcing solutions that enable you to leverage the most advanced processes, technologies and expertise available from FIS. Whether you require a fully outsourced solution or just specific components of your operations (plan administration and compliance testing, call center, trading support, etc.), an outsourcing plan is built around your needs.

Custodial and Trustee Solutions

Listen to our Custodial and Trustee Solutions webinar!

Integrated directly within the Relius platform, FIS now offers custodial and trustee services through Reliance Trust with no start-up costs or recordkeeping minimums, and unparalleled trading efficiencies.

Benefits to plan providers:

  • No start-up costs or recordkeeping minimums
  • No need to license full STP module for trading efficiencies
  • Automated ACH pull for contributions delivers same day investment
  • No-touch distribution trading (validations to streamline check approval process)
  • Market competitive fees
  • Flexible, single solution partner
  • Collaborative and cohesive servicing model
  • Expert retirement plan trustee and custodian

Fidelity® Portfolio Advisory Service at Work (PAS-W)

Listen to our PAS-W webinar!

Fully integrated on the Relius platform, Fidelity’s PAS-W solution delivers personalized investment management of participant portfolios. PAS-W gives you, your advisors, and participants, access to the experience and expertise of Fidelity Portfolio Advisory Services, to help participants prepare for, transition into and live in retirement.

FIS Retirement Plan Communications Suite

We will continue to roll-out each component of this comprehensive suite of both participant and plan sponsor communications. Click here for a high-level product overview.

Watch for upcoming or previously recorded webinars to learn more about the features of each component as they become available which will include:

  • Listen to our Participant Statements webinar!
  • Listen to our Plan Sponsor Statements webinar!
    • Regardless of plan size, we can help you get the most from plan sponsor communications with informative, easy-to-read and configurable statements. Our comprehensive offering includes monthly, quarterly, annual and on-demand plan sponsor statements, available both electronically and printed.
  • Enrollment Kits*
  • Fee Disclosures, Fact Sheets and Performance*

* Components of the FIS Retirement Plan Communications Suite with upcoming webinars in 2018!


Listen to our MyRetirement webinar!

Help your plan participants become retirement ready with MyRetirement from FIS! This easy to use solution is a retirement income calculator accessible directly from the participant’s web portal.


Listen to our PlanAdvisor webinar!

Automate your fiduciary processes and make servicing your retirement plans easier with PlanAdvisor from FIS. Our PlanAdvisor solution is designed to assist investment advisors, consultants and third-party administrators in capturing all the necessary plan data by integrating key functions into a single user interface. Contact your account manager to learn more about how FIS can help you bring investment, plan and platform data from several sources into one place and provide your organization with:

  • Fiduciary investment review for 3(21) and 3(38) advisors that is integrated with your recordkeeping software
  • Compliance reports designed to satisfy compliance requirements for 408(b)(2) and 404(a)(5) reporting
  • A customizable proposal tool to assist with preparing proposal for both new and existing retirement plan prospects

Relius Administration ASP

Listen to our Relius Administration ASP webinar!

With all the regulatory updates, security requirements, frequent enhancements, upgrades, and cost pressures - now is the perfect time to leverage Relius Administration's application service provider (ASP) solution. FIS’ ASP environment provides access from any computer with an Internet connection - anytime, anywhere – eliminating the technology overhead, expense and headaches associated with hosting and maintaining the software, equipment and technology in-house. Learn more about the key benefits of leveraging Relius Administration's ASP solution to reduce costs, increase productivity, comply with new regulations and secure client data.

Relius Government Forms

Listen to our Government Forms webinar!

With constant regulatory changes to the requirements of filing Form 5500, it is important to have a solution that helps you efficiently execute form preparation, collaboration and electronic filing. Relius Government Forms from FIS supports a secure and configurable web portal for plan sponsors to access and manage Form 5500 and related schedules, Form 8955-SSA, Summary Annual Report and more.

Straight-Through Processing (STP)

Listen to our STP webinar!

STP from FIS helps you optimize your daily operations and gain new efficiencies. By automating routine tasks with the STP solution, staff can focus on more strategic activities.

STP can automate routine tasks around payroll, reporting, compliance testing, transactions, trading and much more.

Year End Data Collection

Listen to our Year End Data Collection webinar!

Simplify and streamline your process by utilizing our Year End Data Collection solution!

Featuring automated year end data collection for retirement plan professionals, this solution is a highly configurable application that enables plan service providers to easily collect, process and review year end data. Click here for a high-level product overview.

Interested in more information about one of these solutions? Contact your account manager directly or click here for a list of our sales or account manager contacts in your area.