Looking at alternatives to a Relius-centered workflow?
An honest look for independent TPAs: where an integrated, customer-hosted platform changes daily work, where KinetiPlan is not yet a replacement, and how to test it without risk.
TPAs reviewing a Relius-centered workflow.
FIS Relius is a long-established family of products for retirement plan administration, documents and government forms, available as a locally installed application or hosted by FIS. Many independent TPAs run their administration and testing in it, and surround it with spreadsheets, recordkeeper portals, a workflow tool and calendars. This page is for firms asking whether a different architecture would reduce that surrounding work. It is not a claim that KinetiPlan matches Relius feature for feature: it does not.
Where KinetiPlan is different
| Area | KinetiPlan approach | Status |
|---|---|---|
| Data model | Census, payroll, ledger, testing, deadlines and billing share one database, so a correction to a census row is visible to testing and the 5500 data. | Working in pilot build |
| Payroll intake | Payroll CSV (ADP, Paychex, Gusto or generic) validated against the census before posting; failures go to an owned exception queue. | Working in pilot build |
| Testing | ADP/ACP, 410(b), top-heavy, 402(g), 415(c) per plan. No 401(a)(4) general test, cross-testing or DB. | Working in pilot build |
| Deadlines and projects | Per-plan compliance calendar (.ics) and annual administration project board. | Working in pilot build |
| Form 5500 | Generated from plan data, filed directly with EFAST2 after human approval and sponsor e-signature. | Working in pilot build |
| Plan documents | Not offered. Keep your document system. | Not offered |
| Relius data import | CSV-based import of census and balance exports. No direct Relius connector. | Scoped in a migration assessment |
| Relius connector | Being evaluated; would need FIS cooperation, licensing review and testing. | Evaluating |
Modernize one workflow at a time.
Pick the workflow with the most rework
Usually payroll intake and reconciliation, or year-end census clean-up before testing.
Export de-identified data
Census, payroll and balance exports from your current system for 3 to 5 representative plans.
Run in parallel
Process the same plans in KinetiPlan and your current system; compare eligibility, contributions and test results line by line.
Decide with evidence
Keep, expand or stop, based on acceptance criteria agreed before the pilot.
Evaluate KinetiPlan on your terms.
Choose the conversation that fits where you are. Calls run on Google Meet. Nothing on this website asks for participant data.
Frequently asked questions
Is KinetiPlan affiliated with FIS or Relius?
No. FIS and Relius are trademarks of their owners. KinetiPlan is developed by Software Home and has no partnership with FIS.
Can KinetiPlan read Relius files directly?
Not today. Data moves through CSV exports, mapped during a migration assessment. A direct connector is being evaluated only.
Do we have to stop using Relius to pilot KinetiPlan?
No. A pilot runs in parallel on de-identified data, so your production process does not change.