ftwPortal Pro

ftwPortal Pro allows you to easily and securely send messages and files back‐and‐forth to your clients and e-sign documents helping streamline your retirement plan administration operations. ftwPortalPro is seamlessly integrated with the ftwilliam.com suite of Plan Document, Government Forms and Compliance Testing and Reporting modules.

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ftwProposal Pro

ftwProposal Pro is an innovative proposal solution designed to help you present your clients with the best possible plan options. Calculate complex allocations and perform compliance tests with a click of a single button!

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The ftwLink web service captures and transmits your data via our secure tool to provide real-time form and document generation. With ftwLink, you can interface with your 5500 Forms and Plan Documents, allowing you to add, edit, and extract data in the ftwilliam.com software.

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Find Your Sales Rep

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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