Defined Benefit Valuation and Proposal Software

Included in the ftwilliam.com Defined Benefit Valuation and Proposal Software: Plan designs – Supports traditional, cash balance and DB/DC combo plans Plan Specifications – Integrated with current ftw DB document data, or the ability to import or enter non-ftw plan specifications for valuations Portal – New user interface and upgraded functionality for file handling Census […]

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Defined Contribution Compliance Testing and Reporting

Defined Contribution Compliance Testing and Reporting ftwilliam.com’s Compliance Testing and Reporting Module helps you streamline your census preparation and manage your plans’ testing and reporting with ease. Our Compliance module offers fast calculations and report generation and integration with the Plan Document, 5500 and 1099 modules, including import of plan specifications from the Plan Document […]

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Interested in finding out more? Our sales team is ready to answer any questions you may have or schedule a demonstration of our software. Use our interactive map to find your ftwilliam.com sales consultant.

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