ERISA Professional

Users of the ftwilliam.com Plan Document and Compliance Testing and Reporting modules must be experienced ERISA professionals who are qualified to draft the documents provided and perform annual compliance testing (e.g. Attorney, Enrolled Actuary, TPA). If you have any questions or you are not sure you are an ERISA professional, please contact support@ftwilliam.com or call 800.596.0714.

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