LegalMarch 17, 2021

David G. Leonard & Associates, Inc.

Make the switch to –"I wish I had done it sooner!"

Beverly Hudson, Vice President and co-owner of David G. Leonard & Associates, Inc., has over 35 years of experience in the pension industry with a concentrated focus on third party administration services for defined contribution plans.  She manages operations, installation, and implementation services while assisting with strategic plan design to acquire new business.

I tried out the 5500 software and I thought ‘Oh my god. This is wow!’. Even Dave said, ‘Thank you for switching us over. This is really nice.’ Honestly, I just wish I had done it sooner.
Beverly Hudson, Vice President & Co-Owner, David G. Leonard & Associates, Inc.

Why the “wow”?

Beverly was impressed with the ability to make adjustments within the documents themselves once loaded, the seamless integration between the modules, and the amazing service she got from customer support. All combined it made a compelling reason to start converting to more of’s software modules.

She ultimately found the Compliance Module to be “easy to use, logical, and more flexible” than her previous software.

The conversion to documents was a non-event. It was a very simple process. Like with anything, there was a little bit of a learning curve, but ftwilliam’s system is not cumbersome, and everyone picked it up quickly without having ask ftwilliam too many questions.
Todd A. Henry, QPA, QKA, President & James Delaney, QKA, Senior Plan Administrator, PA Retirement Solutions
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