FIS Relius Documents Pension
Document generation software
AI documents generator tools
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
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$1,495 one-time
Free Trial unavailableFree version unavailable
Small
Medium
Large
- Banking and insurance
- Public sector and nonprofit organizations
- Professional services (engineering, legal, consulting, etc.)
What is FIS Relius Documents Pension
FIS Relius Documents Pension is a document generation application used by retirement plan service providers to produce pension and qualified plan documents. It supports the creation and maintenance of plan documents and related amendments for common plan types, using standardized templates and guided data entry. The product is typically used in workflows that require repeatable, compliance-oriented document packages rather than ad hoc proposal or sales document creation.
Purpose-built for pension documents
The product focuses on retirement plan document packages, including plan documents and amendments, rather than general-purpose contract or proposal templates. This specialization can reduce the amount of customization needed for pension use cases. It fits organizations that generate high volumes of similar plan documents and need consistent output.
Template-driven document assembly
It uses structured inputs to populate standardized document templates, which helps produce consistent documents across users and offices. Template-based assembly supports repeatability and reduces manual editing compared with word-processor-only approaches. This is well-suited to teams that need controlled language and formatting across many plans.
Aligned to retirement services workflows
The product is designed for retirement plan administrators, recordkeepers, and third-party administrators who manage plan document lifecycles. It supports ongoing maintenance activities such as updates and amendments as plan details change. This workflow alignment can simplify internal processes compared with broad CLM tools that require heavier configuration for pension-specific document sets.
Narrow scope outside pensions
The product is specialized for pension and qualified plan documentation and is not intended as a general contract lifecycle management or sales document platform. Organizations looking for end-to-end contracting features (e.g., negotiation workflows, clause libraries across many contract types) may need additional systems. It is less suitable for teams that primarily generate proposals, quotes, or general legal agreements.
Limited e-signature and CLM depth
Compared with platforms centered on e-signature and CLM, pension document generators typically emphasize document creation over signature routing, negotiation, and repository governance. If an organization requires advanced approval chains, redlining collaboration, or contract analytics, it may need integrations or complementary tools. The fit is strongest when document production is the primary requirement.
Integration details not transparent
Publicly available information on out-of-the-box integrations, APIs, and supported downstream systems for this specific module is limited. Buyers may need vendor confirmation on how it connects to recordkeeping, CRM, or document management systems in their environment. This can increase evaluation time for organizations with strict integration and audit requirements.
Plan & Pricing
| Plan / Item | Price | Key features & notes |
|---|---|---|
| Relius Documents PC — Level 1 | Price not listed publicly (per-document fees; contact sales) | Level 1: per-document fee basis. Supports Volume Submitter & Individually Designed Plan document types; on-demand option recommended for low-volume users. cite |
| Relius Documents PC — Level 2 | Price not listed publicly (12 document packages / year; contact sales) | Level 2: twelve document packages per contract year; unused packages may carry forward; additional packages purchasable in packs of three. cite |
| Relius Documents PC — Level 3 | Price not listed publicly (unlimited generation; contact sales) | Level 3: unlimited document generation; includes all individually designed plan modules and defined benefit module. cite |
| Relius Documents On‑Demand Service | Price not listed publicly (per-package; contact sales) | On‑Demand Service: one-off electronic plan document packages (recommended for firms that process a few plan documents per year). cite |
| Prototype plans (Corbel / PPD defined contribution) | $2,500 (current defined contribution prototype sponsors) or $3,500 (non‑sponsors) — one‑time | Corbel/PPD defined contribution volume submitter/prototype pricing as listed on the vendor site. Prototype Plan Service note: Plan Service Agreement covers the plan ordered plus first year's annual maintenance; separate annual maintenance fee applies. cite |
| Selected Prototype / Pre‑approved plan document prices (examples) | IRA/Roth IRA — $1,495 (one‑time); 457 — $1,695; Nonqualified Plan — $2,295; 403(b) (prototype format) — $3,000; Certain defined benefit — $3,800 | Document Types page lists one‑time prices for various prototype/pre‑approved plan documents (examples shown). Prices vary by plan type and formatting. cite |
| Annual Training Passport (optional add‑on) | Network: $200/mo ($2,400/yr); Standalone: $100/mo ($1,200/yr). Pension Training Passport: Network $250/mo ($3,000/yr); Standalone $150/mo ($1,800/yr) | Training Passport is licensed per client site; pension variant includes additional Pension Educator Series access. Purchase and billing options described on the site. cite |
| Document Consulting (fee‑for‑service) | $320.00 per hour (minimum fee $80) | Non‑document-related inquiries handled on fee‑for‑service basis; rates and minimum shown on Support/Document Consulting page. cite |
Seller details
FIS Global
Jacksonville, Florida, United States
1968
Public
https://www.fisglobal.com/
https://x.com/fisglobal
https://www.linkedin.com/company/fis
