Year End Data Collection Made Easy

Create Questionnaires in Minutes

Not every retirement plan is the same, so why should the questionnaires be the same? Save time and reduce confusion with our simple questionnaire builder.

Learn More About Questionnaires

Recordkeeper Integrations

Integrate with your retirement plan recordkeeping system

Answer Packets

Download answers and see what has changed

Dedicated Support

A support team with 15 minutes or less response times

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Questionnaires Published

1000+

About

Year End Data Collection just got easy

Keeping retirement plans compliant is complicated enough. Getting the data to make sure plans are compliant shouldn't be. We have over 20+ years in the business and with our experience we've created something unique. A product that makes Year End Data Collection easy.

Expert support

A support team dedicated to keeping you up and running

Simple Pricing Model

Pay for only what you need

Product Features

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01

Integrations

We integrate with your retirement plan recordkeeping system so your data is always up-to-date.

Read more about recordkeeper integrations
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02

Custom Questionnaires

Create your own questionnaires, or simply use our out-of-the-box questionnaire.

Read more about custom questionnaires
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03

Census Data Collection

We automatically import the latest census data available from your retirement plan recordkeeping system, and securely collect what has changed.

Read more about importing census data
Features ...

Why choose us

Why us
  • Experience
  • Knowledge
  • Dedication
  • Secure

Over 20+ years in the business

We have been in the 401(k) space for more than two decades and our niche has always been plan compliance. We know what works and what does not work.

  • A team of Relius Web Developers
  • 20+ years in the 401(k) space
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Business Experts

We've built this product from the ground up, and that all started with understanding what you need.

  • Relius Knowledge
  • Plan Compliance

Dedication

Our cornerstone is dedication to our clients. Whether its providing support, or enhancing our application to fit your needs, we'll always be there.

  • Dedicated Support Team
  • Quick Response Time
  • Meeting your needs
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Secure

Keeping data secure is paramount in this digital age. We use cutting edge encryption and adhere to the latest data-security protocols.

  • Encryption at rest
  • End-to-End Encryption
  • Powered by Microsoft Azure