Wolters Kluwer Defined Benefit Compliance and Proposal Software is a cloud-based ftwilliam.com module that performs defined benefit and cash balance valuations, runs DB and DB/DC compliance testing, and generates client-facing proposal reports (supports up to five scenarios).
Published May 16, 2026
| Starting Price | Quote (not publicly posted) | Quote for software; some on-demand document pricing is publicly described | Quote (not publicly posted) |
| Best For | TPAs/actuaries seeking a cloud-based suite with integration across document, compliance, and filing workflows | Firms seeking a broad plan administration ecosystem with proposal/forms integration | Firms needing DB/CB administration and valuation functionality in an established pension administration suite |
| Key Strength | Integrated cloud-based workflow across documents, portal, DC/DB testing, Schedule SB/5500 population; proposal scenarios for a limited number of plan designs | Broad ecosystem coverage across many plan types and integrated proposal/admin/forms capabilities | Broad legacy presence in pension administration with functional coverage for DB/CB operations |
| Key Weakness | Disclosed modeling limits (no multiple decrements; no life insurance in plans); limited public documentation on module-level security and pricing | Perceived as legacy/complex by some users; varies by installation and customer base | Public pricing is limited; pace of modernization relative to cloud-native expectations varies |
Where ftwilliam DB Compliance appears to provide advantages:
Where competitors may be stronger:
Adoption trends (qualitative): Wolters Kluwer has invested in expanding ftwilliam into DB compliance (launch announced in 2021) and continues to release tools and integrations (e.g., plan design summary tool, conversion support messaging, PlanPort integration announced for 2026).