ftwilliam.com Form 5500 Module: Features and Benefits

Date: 2016-05-28 11:00:00

Duration: 01:10:00

If you’re not already using ftwilliam.com for Form 5500 preparation, you’ll want to watch this webinar! In this webinar, we cover everything from conversion to e-filing.

Coming Soon

Bridging the Generation Gap in Retirement Services

Date: 2016-06-29 01:00:00

Duration: 01:10:00

Millennials are “lazy, entitled and constantly want to know ‘why’.” Baby Boomers and Gen X’ers are “inflexible micromanagers paying us to be here instead of caring about getting the work done.” These are some of the comments we have heard as millennials enter the retirement services profession and Gen X’ers move into management roles alongside Baby Boomers. During this webinar, learn practical tips and ideas on how to bridge the generation gap in retirement services firms.

Coming Soon

ftwilliam.com PensionPro Integration

Date: 2016-07-01 12:00:00

Duration: 00:25:00

Our integration with PensionPro is live as of 07/01/2016!

Coming Soon

ftwilliam.com Compliance Software Webinar

Date: 2016-08-24 12:00:00

Duration: 00:80:00

Join us for a ftwilliam.com Compliance module webinar where we will highlight new reporting features and showcase integration of the software with other ftwilliam.com modules and PensionPro!

Coming Soon

ftwilliam.com ACA (1094/1095) Forms Module Demonstration

Date: 2016-08-31 01:00:00

Duration: 01:00:00

Join us for a demonstration of our ACA Forms (1094/1095) module. In this webinar, we will provide you with an overview of the software, including uploading data and data entry in the forms. Learn how this new ftwilliam.com module can help you satisfy the ACA reporting requirements!

Coming Soon

ftwilliam.com Compliance Software: Enhancements

Date: 2016-09-13 12:00:00

Duration: 00:70:00

Watch as we demonstrate the new features and functionality in our Compliance software. This webinar is designed for both new and experienced users, as well as those not yet using the software but interested in seeing its capabilities.

Coming Soon

Safe Harbor and Annual Notice Refresher

Date: 2016-11-02 12:00:00

Duration: 01:40:00

Designing a retirement plan as a ‘safe harbor plan’ offers invaluable benefits to plan sponsors who are seeking a simpler way to satisfy their plans’ nondiscrimination requirements. This webinar will review safe harbor plan rules, as well as discussing the various ways safe harbor plans can be set up on ftwilliam.com’s plan documents.

Coming Soon

Overview of Reporting Requirements under ACA

Date: 2016-11-15 01:00:00

Duration: 01:40:00

The webinar will provide a high level review of the reporting requirements under ACA, including filing deadlines in 2017 and a summary of the forms. It will also cover applicable large employers and other information you must be aware of as you prepare 2016 filings.

Coming Soon

Compliance Testing Season Refresher Webinar

Date: 2017-02-02 12:00:00

Duration: 01:40:00

We are offering our annual refresher webinar on the compliance software to help you through testing season. This 100 minute webinar is designed for current Compliance Module customers, and will provide an overview of setting up a plan and running an allocation & testing; we’ll also offer some troubleshooting on common issues encountered during testing. In addition we’ll look at options on the transaction side of the software.

Coming Soon

Profiting from Politics and Policies

Date: 2017-02-09 11:00:00

Duration: 00:50:00

Learn about the politics and policies affecting retirement plans:

  • Impact of recent elections on retirement landscape
  • Impact of tax reform on qualified plans
  • IRS and DOL regulation priorities and the impact on small to mid-size plans
  • How your practice can profit from coming changes

Coming Soon

What You Need to Know About Your Welfare Benefit Plan Documents

Date: 2017-02-28 12:30:00

Duration: 01:30:00

On this webinar, Stacey Austin & Jen Kobayashi, partners at Wang Kobayashi Austin, LLC, will discuss the types of plan documents governing welfare benefit plans, including wrap plan documents, cafeteria plans, and summary plan descriptions. In addition, they will provide an overview of some of the key requirements to be aware of when putting together plan documents and summary plan descriptions.

Coming Soon

Multiple Employer Plans

Date: 2017-03-03 12:00:00

Duration: 01:20:00

Learn about the basics of multiple employer plans:

  • Open vs closed MEPs
  • Pros and cons of MEPs
  • State-based MEPs
  • MEP legislation
  • MEP administration and technology

Coming Soon

The Latest on Recruiting and Retaining Millennials in Retirement Services

Date: 2017-04-06 01:00:00

Duration: 00:54:00

Millennials are “lazy, entitled and constantly want to know ‘why’,” or “I train them and then they leave”. These are comments we have heard as millennials enter the retirement services profession. Find out the latest on how to recruit, retain – and yes, reward – the largest generational cohort in the country today.

Coming Soon

Form 5500: Everything You Need to Know But Were Afraid to Ask

Date: 2017-06-01 12:00:00

Duration: 00:50:00

Speakers: Linda Fisher and Mary Andersen

Learn about the 2016 Form 5500 changes including new questions, IRS compliance questions and administrative penalty updates. We will also provide an overview of selected changes contained in the proposed Form 5500 to be effective for 2019 plan years, including its impact on plan sponsors and service providers, how to prepare for this major expansion of reporting requirements, along with public disclosure concerns. Additional topics will include, Form 5500 common errors, issues to be aware of when requesting a filing extension, and the DFVC Program.

Coming Soon

New 403(b) Documents Demo and Overview

Date: 2017-06-29 01:00:00

Duration: 01:40:00

Join ftwilliam.com for an Overview and demo of our New 403(b) Documents! We will go over the new checklists and document types that are included.

Coming Soon

ERISA’s Latest Developments

Speakers: Brian Furgala, Employee Benefits Attorney with Gray Robinson

Date: 2017-07-25 01:00:00

Duration: 00:50:00

CE Credit: ASPPA & NIPA, ERPA

Join industry expert, Brian Furgala, for an ERISA Update and find out what the Government is doing in 2017. This session will focus on what has occurred in 2017 and what might be expected the rest of the year. The session will explore the key new regulations, IRS/DOL/PBGC guidance and court rulings from the last 12 months with emphasis on how these current developments affect plan design, plan administration, or enforcement issues. He’ll also update us on the state of pension legislation pending in Congress.

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EPCRS Case Studies

Date: 2017-08-03 01:00:00

Duration: 00:50:00

CE Credit: ASPPA & NIPA, ERPA

Speakers: Susan Wright - Technical Answer Group (TAG)

Correcting plan failures is essential to maintaining the qualified status of a retirement plan. The Employee Plans Compliance Resolution System (EPCRS) provides plan sponsors the guidance on how to correct those failures through there different correction programs. In this webinar we will review the different EPCRS programs and walk through real world correction situations.

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ftwilliam.com – Our New Welfare Plan Documents are Available!

Date: 2017-08-29 12:00:00

Duration: 00:50:00

Join ftwilliam.com for an overview of our new Welfare Plan Documents! We have made extensive enhancements and added new features to our Cafeteria and POP Plan Documents, including a new IDP version of the Cafeteria Plan!

Coming Soon

Ethics Case Studies for Employee Benefits Practitioners

Date: 2017-09-30 01:00:00

Duration: 00:50:00

CE Credit: ASPPA & NIPA, ERPA (Ethics CPE)

Speakers: Sarah Simoneaux

This session will illustrate ethical principles through real world case studies, including building an ethical organization and how ethics impact retirement services firms and their employees.

Coming Soon

Safe Harbor and Annual Notice Refresher

Date: 2017-11-02 01:00:00

Duration: 01:40:00

CE Credit: ASPPA & NIPA, ERPA

Speakers: The ftwilliam.com team

Designing a retirement plan as a ‘safe harbor plan’ offers invaluable benefits to plan sponsors who are seeking a simpler way to satisfy their plans’ nondiscrimination requirements. This webinar will review safe harbor plan rules, as well as discussing the various ways safe harbor plans can be set up on ftwilliam.com’s plan documents. The webinar is designed to be eligible for CE Credit.

Coming Soon

DC Update

Date: 2017-12-14 01:00:00

Duration: 00:50:00

CE Credit: ASPPA & NIPA, ERPA

Speakers: Sarah Simoneaux

Get the latest on tax reform proposals from Congress and retirement plan regulatory changes at the IRS, DOL and SEC. More importantly, learn how to capture opportunities from legislative and regulatory threats.

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Tax Reform Update II – 2018 and Beyond

Date: 2018-02-22 11:00:00

Duration:

Speakers: Cindy Dash, Tim Slavin, Sarah Simoneaux

Don’t miss this interactive tax reform update, which will discuss the new bill and how you can use it to create a new and dynamic competitive advantage to secure and grow your retirement plan business in 2018 and beyond.

This webinar will include insights on:

  • Hidden Provisions
  • Impact on corporations
  • Retirement Savings
  • Opportunities to “get what you need” in 2018

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Dealing With Difficult Customers and How to Say No

Speakers: Sarah Simoneaux

Date: 2018-03-23 12:00:00

Duration: 60 minutes

CE Credit: ASPPA and NIPA

Apologies only go so far. Find out what the latest customer service research says about what clients care about when they are upset about a mistake or when they hear no. Learn what to do – and what not to do – using actual retirement service provider case studies.

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ERISA’s Latest Developments

Speakers: Brian Furgala

Date: 2018-04-26 01:00:00

Duration: 60 minutes

CE Credit: ASPPA & NIPA, ERPA

Join industry expert, Brian Furgala, for an ERISA Update and find out what the Government is doing in 2018. This session will focus on what has occurred in 2018 and what might be expected the rest of the year. The session will explore the key new regulations, IRS/DOL/PBGC guidance and court rulings from the last 12 months with emphasis on how these current developments affect plan design, plan administration, or enforcement issues. He’ll also update us on the state of pension legislation pending in Congress.

Register Now

ftwilliam.com Form 5500 Software Tutorial

Date: 2018-05-15 12:00:00

Duration: 1 hour

CE Credit: ASPPA and NIPA

Speakers: Katie Dolney

In this webinar, we cover everything from conversion to e-filing. If you are using our software, this webinar is a great refresher and update on what’s new. If you’re not already using ftwilliam.com for Form 5500 preparation, this webinar will provide you with a good overview of our software.

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Evaluating Controlled Groups

Speakers: Brian Furgala

Date: 2018-06-26 01:00:00

Duration: 60 minutes

CE Credit: ASPPA & NIPA, ERPA

Take control of evaluating controlled group status. This webinar will go over the requirements for assessing whether entities are in a controlled group, including attribution. Discover how a controlled group impacts retirement plan administration. We’ll also go through some practical examples so you walk away feeling in control of controlled group status.

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Technical Answer Group – Review of FAQs

Speakers: Susan Wright

Date: 2018-08-09 01:00:00

Duration: 60 minutes

CE Credit: ASPPA & NIPA, ERPA

In this webinar, we will discuss some of the most interesting and complex technical questions that have been submitted to our team of experts at the Technical Answer Group over the past year, with an emphasis on current topics and plan corrections under the IRS Employee Plans Compliance Resolution System (EPCRS).

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NEW Distribution Tracking Software Demonstration

Date: 2018-08-15 01:00:00

Duration: 1 hour

Speakers: Holly Roussel-Godfrey

Sneak Peek! Our Distribution Tracking System is launching soon! Join our 20-30 minute demo and learn how our newest module will automate and streamline tasks associated with data collection and distribution processing. We will be demonstrating key features such as integration with our other ftwilliam.com modules, our built in accountability tools including automated status tracking and custom alerts, our global and plan level dashboards and much more!

Register Now

NEW Distribution Tracking Software Demonstration

Date: 2018-09-13 01:00:00

Duration: 1 hour

Sneak Peek! Our Distribution Tracking System is launching soon! Join our 20-30 minute demo and learn how our newest module will automate and streamline tasks associated with data collection and distribution processing. We will be demonstrating key features such as integration with our other ftwilliam.com modules, our built in accountability tools including automated status tracking and custom alerts, our global and plan level dashboards and much more!

Register Now