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TPA Sample Forms


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We long used Relius for everything and have since migrated to FTW for 5500 and Compliance though still use the PPD VS doc from Relius (FIS or whatever you want to call them).  We've also subscribed to the Pension Library from Relius but the forms have not been updated in quite some time.  Wondering what alternatives there are to this.  We use it for sample forms to use for distributions, notices etc.  

Thanks for your input.

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It would seem if you are paying a subscription for a service you should expect it to be up to date, particularly if the forms are coordinated with the plan document service.

Taking the DIY approach is exceptionally time consuming.

Beyond that, my Momma told me if I can't say something nice, then don't say anything.

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