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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NEW Distribution Tracking Software Demonstration

Date: 2018-07-17 01:00:00

Duration: 1 hour

Speakers: Holly Roussel-Godfrey

Sneak Peek! Our Distribution Tracking System is launching soon! Join our 20-30 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!

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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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