Wolters Kluwer Compliance Testing, Reporting and Valuation

Name: Wolters Kluwer Compliance Testing, Reporting and Valuation
Brand: Wolters Kluwer

Wolters Kluwer Compliance Testing, Reporting and Valuation is a cloud-delivered retirement-plan workflow and calculation platform that performs defined contribution and defined benefit compliance testing and valuations, generates reporting packages, and integrates outputs into forms such as Form 5500 and 1099.

Est 1836|Valuation $19.4B|Raised $840K

LinkedIn 357K|Website|Web traffic 3.0M|FTEs 21,000|HQ Alphen aan den Rijn, Netherlands

MarketsPension Fund Management

Wolters Kluwer Compliance Testing, Reporting and Valuation screenshot

01Competitive Landscape

Narrative analysis

#### Where ftwilliam's materials indicate strengths - Workflow integration across modules: vendor materials describe carrying plan document parameters into compliance testing and producing outputs for government forms (5500, 1099). - Cloud-based architecture intended to reduce local IT maintenance and enable remote access. #### Where competitors may have advantages - Legacy penetration and community familiarity: competitors with long-standing market presence may benefit from larger installed bases and deeper community knowledge for some specialist tasks. - Best-of-breed stacks: some firms prefer combining specialized workflow tools (e.g., PensionPro) with dedicated testing engines and actuarial valuation tools rather than adopting a single integrated suite. #### Pricing/value comparison - With ftwilliam pricing not public, competitive evaluation requires side-by-side quotes by module and plan volume, and clear delineation of what is included (support, training, conversion, peak-season support). #### Customer testimonials comparing products - Services firms and consultancies reference multiple commonly used platforms, including Relius, ASC, and ftwilliam, suggesting these products are among common shortlists for retirement compliance tooling.

	Wolters Kluwer ftwilliam Compliance Testing/Reporting/Valuation	ASC (Actuarial Systems Corporation)	FIS Relius
Starting Price	Published pricing not publicly posted; vendor typically provides quote-based pricing	Not publicly posted; vendor-provided quotes typical	Some published pricing artifacts exist for certain Relius offerings; full-suite pricing and packaging not fully transparent
Best For	TPAs and benefits professionals seeking an integrated cloud-based suite for documents, testing, and forms	Firms seeking an established compliance testing and administration ecosystem; commonly used in the industry	Organizations aligned with the Relius/FIS ecosystem for documents and compliance workflows
Key Strength	Module integration across plan documents, compliance testing, and forms; cloud-based accessibility	Long-standing presence in retirement compliance/testing; broad product footprint	Document management and plan maintenance ecosystem supported by FIS infrastructure
Key Weakness	Pricing transparency is limited; public module-specific reviews and modern security attestations are limited	Some modules may use older desktop paradigms depending on product configuration; implementation can be resource-intensive	Pricing and packaging complexity for some organizations; public information for full suite is limited

01Competitive Landscape

Narrative analysis

Where ftwilliam's materials indicate strengths

Workflow integration across modules: vendor materials describe carrying plan document parameters into compliance testing and producing outputs for government forms (5500, 1099).
Cloud-based architecture intended to reduce local IT maintenance and enable remote access.

Where competitors may have advantages

Legacy penetration and community familiarity: competitors with long-standing market presence may benefit from larger installed bases and deeper community knowledge for some specialist tasks.
Best-of-breed stacks: some firms prefer combining specialized workflow tools (e.g., PensionPro) with dedicated testing engines and actuarial valuation tools rather than adopting a single integrated suite.

Pricing/value comparison

With ftwilliam pricing not public, competitive evaluation requires side-by-side quotes by module and plan volume, and clear delineation of what is included (support, training, conversion, peak-season support).

Customer testimonials comparing products

Services firms and consultancies reference multiple commonly used platforms, including Relius, ASC, and ftwilliam, suggesting these products are among common shortlists for retirement compliance tooling.

	Wolters Kluwer ftwilliam Compliance Testing/Reporting/Valuation	ASC (Actuarial Systems Corporation)	FIS Relius
Starting Price	Published pricing not publicly posted; vendor typically provides quote-based pricing	Not publicly posted; vendor-provided quotes typical	Some published pricing artifacts exist for certain Relius offerings; full-suite pricing and packaging not fully transparent
Best For	TPAs and benefits professionals seeking an integrated cloud-based suite for documents, testing, and forms	Firms seeking an established compliance testing and administration ecosystem; commonly used in the industry	Organizations aligned with the Relius/FIS ecosystem for documents and compliance workflows
Key Strength	Module integration across plan documents, compliance testing, and forms; cloud-based accessibility	Long-standing presence in retirement compliance/testing; broad product footprint	Document management and plan maintenance ecosystem supported by FIS infrastructure
Key Weakness	Pricing transparency is limited; public module-specific reviews and modern security attestations are limited	Some modules may use older desktop paradigms depending on product configuration; implementation can be resource-intensive	Pricing and packaging complexity for some organizations; public information for full suite is limited