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.
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.
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!
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!
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!
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.
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.
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.
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.
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
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.
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
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.
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.
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.
ERISA’s Latest Developments
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.
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.
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!
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.
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.
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.
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
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.
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.
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.
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.
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).
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!
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!
Distribution Case Studies
Date: 2018-09-26 01:00:00
Duration: 1 hour
CE Credit: ASPPA/NIPA
Join us for a Distribution Case Studies webinar! Brian Furgala will walk through real life distribution case studies and then Holly Roussel-Godfrey will provide a demonstration of our newly launched state-of-the-art distribution Tracking Software. Together they will illustrate how this new module will help prevent distribution errors and protect your company from potential exposure.
The New ftwilliam.com Defined Benefit Documents
Date: 2018-10-18 01:30:00
Duration: 1.5 hours
CE Credit: ASPPA/NIPA
Speakers: Brian Furgala and Holly Roussel-Godfrey
- New or improved language in the documents
- Drafting tips for both traditional defined benefit and cash balance plans
- Efficient ways to convert from EGTRRA to PPA and other tips and tricks in ftwilliam.com
Washington D.C. Update Webinar
Date: 2018-11-28 01:00:00
Duration: 60 minutes
CE Credit: ASPPA, NIPA, ERPA
Speakers: Sarah Simoneaux, President of Simoneaux Consulting Services
When the winds of change blow through D.C., the retirement industry is inevitably affected. Find out about the impact of the mid-term election results, the possible fate of Tax Reform 2.0 and what we might see in 2019. We will also cover the real-world qualified plan impacts of the 2017 tax reform changes to pass-through entities as we approach the end of most of those firms’ tax year.
Ethics Webinar
Date: 2018-12-05 01:00:00
Duration: 100 minutes
CE Credit: ASPPA, NIPA, ERPA and CLE - 2 Ethics credits
Speakers: Brian Furgala, Director of ERISA Services, ftwilliam.com
Ugh! Another ethics presentation to fulfill my required continuing education. That’s what you’re thinking. But how about when you apply those ethical standards to real life situations in retirement plan administration? How would you respond? How would the person next to you respond? Take a refreshing look at ethics through case studies and how ethical dilemmas pop up in all types of retirement plan administration matters.
ftwilliam.com 1099 Software Tutorial with our NEW Distribution Tracking Software Integration
Date: 2018-12-12 01:00:00
Duration: 1 Hour
Speakers: Holly Roussel-Godfrey & Katie Dolney
It’s that time of year again! Join us for a refresher on the 1099 software that will cover everything from uploading data and edit checking, all the way through to your filing options. We will also show you integration with our NEW Distribution Tracking software and how this module will be able to effectively streamline your 1099 preparation going forward!
ftwilliam.com Distribution Tracking Software Phase II Demonstration
Date: 2019-01-30 01:00:00
Duration: 1 Hour
Speakers: Holly Roussel-Godfrey
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In this webinar, we will demonstrate all of the enhancements we’ve added to the system since our Phase I launch in September 2018. We will cover the following:
• New distribution types • 1099 Integration • Split/Clone Distributions • Document Template Editor Enhancements – Populate your own documents and recordkeeper forms • Default Specifications • Rollover Provider Integration • Distribution Dashboard Updates • Compliance Integration for force-outs and plan terminationsIn addition to these enhancements, we will also discuss what’s in store for Q2! This includes more integration, Loan Tracking, E-signatures, recurring distributions and more! We encourage feedback! We are rapidly developing enhancements and we want to hear your thoughts. What can we add that would make your life easier? |
ftwilliam.com Plan Document Software Refresher Course
Date: 2019-03-21 01:00:00
Duration: 60 minutes
Speakers: Katie Dolney & Holly Roussel-Godfrey
Please join us for a refresher webinar on the ftwilliam.com Plan Document software functionality. If you are a newer user and would like to become more comfortable or you are an early adopter and want to learn about our newest features, this is the webinar for you!
We will discuss the following features:
- Setting up a plan
- Default Checklists
- Cloning
- Global Print Settings
- ftwPro Amend
- Spanish Forms
- Batch Annual Notices
- Batch Amendments
- Batch Restatements
- Doc Print
- Upload/Download Company and Plan Information
Form 5500 Industry Update
Date: 2019-05-15 01:00:00
Duration: 1 Hour
CE Credit: 1 ASPPA/NIPA/ERPA
Speakers: Linda T. Fisher, Founder of Linda T. Fisher 5500 Consulting, LLC & Mary B. Andersen, President and Founder of ERISAdiagnostics, Inc.
Learn about the 2018 Form 5500 changes including new questions, administrative penalty updates, revised codes and new EFAST2 FAQs. Plus, the current status of the proposed Form 5500 changes that were supposed to originally be effective for 2019 plan years will be addressed. We are also excited to review the 5500 Preparer’s Manual new chapter that presents common triggers of a government audit and discusses several DOL and IRS initiatives. This will assist plan recordkeepers, plan service providers, and plan sponsors to ensure their plans are in compliance. Additional topics will include, Form 5500 common errors, issues to be aware of when requesting a filing extension, and the DFVC Program.
Defined Benefit Documents Update
Date: 2019-05-29 01:00:00
Duration: 75 minutes
CE Credit: 1.5 ASPPA/NIPA
Speakers: Charles Brown, Regional Vice President & Consulting Actuary at EGPS; Brian Furgala, Director of ERISA Services and TAG, ftwilliam.com; Holly Roussel-Godfrey, Technical Product Owner, ftwilliam.com
Have you restated your DB plans onto the PPA restated documents? Only about one year left to do so. Join us to learn about the enhancements made to both the PPA documents, as well as to the system. We will also be covering questions raised by other customers during this restatement period.
Takeaways from the Webinar include:
-New or improved language in the documents
-Drafting tips for both traditional defined benefit and cash balance plans
-Efficient ways to convert from EGTRRA to PPA and other tips and tricks in ftwilliam.com
What We Have Here is a Failure to Communicate: Service Provider Communication Best Practices
Date: 2019-06-13 01:00:00
Duration: 75 Minutes
CE Credit: 1.5 ASPPA/NIPA, 1 ERPA
Speakers: Sarah Simoneaux, President of Simoneaux Consulting Services & Jane Nickalls, Senior Product Support Specialist, ftwilliam.com
In this 75-minute webinar, we will look at service provider communication best practices – including how to “speak ERISA” to advisors, plan sponsors and participants – using actual retirement services case studies to illustrate these concepts:
- First impressions and the importance of conversion communication
- Customer service skills for relationship managers and administrators
- Communication in the digital age
We will also discuss ftwilliam.com Compliance Testing & Reporting software case study customer service tips, including ideas from the ftwilliam.com Compliance Support Team.
ftwilliam.com Distribution Tracking Software Demonstration
Date: 2019-08-08 01:00:00
Duration: 1 Hour
Speakers: Holly Roussel-Godfrey, Technical Product Owner, ftwilliam.com
You will not want to miss this! Join us for a walk-through of our time saving Distribution Tracking Software, where we will demonstrate key features – including integration with our 1099 and Compliance modules for streamlined end of year 1099 Form preparation and force-out campaigns, plan terminations and partial plan terminations, new loan tracking features, integration with rollover partners and so much more!
ftwilliam.com Distribution Tracking Software – Overview of Recent Enhancements
Date: 2019-08-21 01:00:00
Duration: 1 Hour
Speakers: Holly Roussel-Godfrey, Technical Product Owner, ftwilliam.com
Have you heard? Our Distribution Tracking Software (DTS) continues to improve in functionality and integration! With the end of the year approaching, now is the time to take advantage of all of the efficiencies DTS has to offer. In this webinar we will demonstrate key new features including integration with our 1099 and Compliance Modules for streamlined 1099 Form preparation and force-out campaigns, plan terminations and RMDs, new loan tracking features, integration with rollover partners and so much more!
ftwilliam.com’s ftwProposal Pro Software Demonstration
Date: 2019-08-27 01:00:00
Duration: 30 Minutes
Speakers: Andy Schommer, Product Support Consultant, ftwilliam.com
Join ftwilliam.com for a walk-through of ftwProposal Pro. This innovative and easy to use proposal solution is designed to help you present your clients with the best possible plan options. In this 30-minute demonstration, you will see the integration with our Plan Documents and Compliance modules, how to create proposals for prospective and current clients, create two to five separate proposals simultaneously with pie charts and so much more! You will not want to miss all that this powerful tool has to offer.
Join ftwilliam.com for a Webinar Introducing the Changes that have been made to ftwPortal Pro!
Date: 2019-09-17 01:00:00
Duration: 1 Hour
Speakers: ftwilliam.com's Portal Beta Team
We are pleased to invite you to a webinar taking place on Tuesday, September 17, 2019, at 1:00PM CT, showcasing the exciting updates we have made to ftwPortal Pro. Through feedback and suggestions from customers like you, we are actively working on implementing these changes! During this webinar, you will learn about the key feature updates, be able to ask questions, hear what is planned for future development, plus gain access to the Beta version after the conclusion of the webinar.
What: ftwPortal Pro Beta Release Webinar
When: Tuesday, September 17, 2019 at 1:00PM CT
Unable to join the live webinar? No problem! This session will be recorded and posted to our Past Webinars page approximately 1 week after the conclusion of the webinar, plus your account will automatically be granted access to the Beta version as a current ftwPortal Pro subscriber.
Join ftwilliam.com for our Ease into Hardship Amendments Webinar!
Date: 2019-10-28 01:00:00
Duration: 1 Hour
CE Credit: 1 ASPPA/NIPA
Speakers: Brian Furgala, Director of ERISA Services, ftwilliam.com & TAG, & Holly Roussel-Godfrey, Technical Product Owner, ftwilliam.com
Hardship final regs have been released and plan documents need to be amended. ftwilliam.com has just released our hardship amendment software and documents. This webinar will cover how to generate the amendments on ftwilliam.com for individual plans and using our batch tool, when the amendments need to be completed and administrative factors in working with the hardship final regs.
Top Heavy Plans
Date: 2019-10-30 01:00:00
Duration: 90 Minutes
CE Credit: 1.25 ASPPA/NIPA and 1 ERPA
Speakers: Kelly A. Johnson, ERISA Consultant with ftwilliam.com and Jane Nickalls, Senior Product Support Specialist with ftwilliam.com
Please join us for a lively refresher course covering a wide variety of topics related to top heavy plans. This 90-minute course will start with the basic components of determining if your plan is top heavy, and will run all the way through more complex testing issues that arise with top heavy plans.
We will cover:
- What is a top heavy plan?
- Identifying key employees
- Determining the top heavy ratio
- Top heavy minimum allocations and vesting
- Safe harbor 401(k) plans
- Plan aggregation
Technical Answer Group (TAG) – Review of FAQ’s
Date: 2019-11-06 01:00:00
Duration: 60 Minutes
CE Credit: 1 ASPPA/NIPA/ERPA
Speakers: Susan Wright, Managing Editor with TAG
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 (TAG) over the past year, with an emphasis on current topics and plan corrections under the IRS Employee Plans Compliance Resolution System (EPCRS). In addition, we will provide a brief demonstration of our new and improved TAG dashboard on the Wolters Kluwer Cheetah platform.
ftwilliam.com 1099 Form Software Webinar
Date: 2020-02-27 12:00:00
Duration: 30 minutes
Speakers: Holly Roussel-Godfrey
Join us for an overview of ftwilliam.com’s 1099 software – during this webinar, we will cover everything from ease of conversion to ftwilliam.com via automated data uploads, edit checking, transfer of data from previous year’s forms to current year, generating forms in .pdf format and all filing options available. We will also show you integration with our NEW Distribution Tracking software and how this module will be able to effectively streamline your 1099 preparation going forward!
ftwilliam.com: Work Remotely with Confidence
Date: 2020-04-14 12:00:00
Duration: 60 minutes
CE Credit: 1 ASPPA/NIPA credit
Speakers: Sarah Simoneaux, Josh Bucholtz, Holly Roussel-Godfrey, Andy Schommer, Brian Furgala
The ftw experts share their tips on integration and other essential system tools.
This 60-minute webinar will highlight features built into ftwilliam.com‘s 100% cloud-based and secure software that will help your organization remain compliant during this unprecedented time.
Find out how to:
- Track CARES Act distributions;
- Show distribution statuses 24/7 to participants and plan sponsors;
- Use a batch process for safe harbor notices;
- Process discretionary plan amendments with ftwPro Amend;
- Identify plans that may be at risk of terminating;
- Model plan redesigns requested by employers looking for contribution relief with ftwProposal Pro;
- Give plan sponsors the information they need to apply for an SBA loan under the Paycheck Protection Program (PPP)
CARES Act: Review of FAQs by Technical Answer Group (TAG)
Speakers: Susan Wright, CPA, APM
Date: 2020-04-28 12:00:00
Duration: 60 minutes
CE Credit: 1 ASPPA/NIPA/ERPA credit (live attendance only)
Retirement Plan Provisions Have Changed. Find out what this means for you and your clients.
Retirement plan-related provisions under the CARES Act have impacted the industry in an unprecedented manner. Our Technical Answer Group (TAG) team of experts has been fielding questions from our industry leading clients. During this 60-minute webinar, TAG Managing Editor, Susan Wright CPA, APM, will share FAQ’s, and any guidance from the IRS, related to the recent impact of Coronavirus on employers, their plans and plan participants. Key areas covered include;
- Suspension of safe harbor contributions mid-year
- Furloughs and layoffs
- Partial plan terminations
- Coronavirus-related plan distributions
- Plan loans under the new rules
- Waiver of 2020 required minimum distributions
- Required plan amendments
- And More!
ftwilliam.com’s Defined Benefit Proposal Demo Webinar
Date: 2020-05-21 12:00:00
Duration: 60 minutes
Speakers: Joe Kleinrichert - Senior Technology Project & Program Manager, ftwilliam.com and Charles Brown
ftwilliam.com is building a modern, cloud-based Defined Benefit Valuation (DB Val) software that will transform defined benefit plan administration for retirement service providers. The DB valuation software already fully integrates with ftwilliam.com DB documents, and DB/DC combination plan proposals can be run with DC plan census and contribution parameters. Please join us for a demo of our new DB proposal module as well as a demo of the DB valuation software that will be released later this year. On this webinar we will provide an overview of:
- DB and cash balance plan specs including actuarial assumptions for funding and accounting purposes
- Census, service and reporting specifications created with input from ftw DB focus group surveys
- DB/DC combo proposals
- Next steps
ftwilliam.com 1099 Form Software Webinar
Date: 2020-06-18 12:00:00
Duration: 30 minutes
Speakers: Katie Dolney - Sales Support Specialist, ftwilliam.com
Join us for an overview of ftwilliam.com’s 1099 software – during this webinar, we will cover everything from ease of conversion to ftwilliam.com via automated data uploads, edit checking, transfer of data from previous year’s forms to current year, generating forms in .pdf format and all filing options available. We will also show you integration with our Distribution Tracking software and how this module will be able to effectively streamline your 1099 preparation going forward!
Defined Benefit Proposal Deminar
Date: 2020-08-19 12:00:00
Duration: 60 minutes
Speakers: Joe Kleinrichert - Senior Technology Project & Program Manager, ftwilliam.com and Charles Brown
Please join us for a demo of our new Defined Benefit Proposal module that will launch in the Fall, where we will showcase the creation of defined benefit & combo plan proposals as well as reports that can be generated from the DB proposal software. We will also preview the full Defined Benefit Valuation software that will be available later in the year.
In addition, Charles Brown, FCA, MSEA, QPA, QKA will explain how to leverage defined benefit plans to fully take advantage of the new SECURE Act sales strategies, such as post year-end plan adoptions and safe harbor redesigns.
How to gain efficiencies with ftwilliam.com’s Distribution Tracking Software
Date: 2020-09-29 12:00:00
Duration: 60
Speakers: Holly Roussel-Godfrey
- View all distributions in progress for every plan on one global dashboard
- 1099 Integration – Never upload a spreadsheet or manually prepare a form again
- Compliance Integration – Streamline RMD, force-out campaigns, and plan terms. Corrective distributions and refunds COMING SOON
- Skip the paper and collect distributions details via our plan sponsor and participant portals
- Batch create prepopulated distribution packages right from DTS to deliver to your clients via email, mail, or the portal
- Best-in-class safeguards and procedures in place to ensure the security of your clients’ information
ftwilliam.com’s Cycle 3 (Post PPA) Defined Contribution Documents – Part I
Date: 2020-10-22 12:00:00
Duration: 60 minutes
CE Credit: 1 ASPPA/NIPA credit
Speakers: Brian Furgala - Director of ERISA Services, ftwilliam.com and Kelly Johnson - ERISA Consultant, ftwilliam.com
- New and improved checklist items;
- Updated document language; and
- Our new format for compensation and eligibility requirements (spoiler alert: it’s those tables so many of you have been asking for).
ftwilliam.com’s Documents Webinar – Part II
Date: 2020-11-11 12:00:00
Duration: 60 minutes
CE Credit: 1 ASPPA/NIPA credit
Speakers: Holly Roussel-Godfrey - Senior Technology Project and Program Manager & Katie Heemskerk, Sales Support Specialist
- Batch restatement to Post PPA via DocPrint;
- Batch updating of plan parameters via DocPrint;
- Default plans and cloning;
- Batch delivery to the portal for electronic signatures;
- Set-up of individual plans for portal delivery and e-signatures;
- User friendly workflow grids to track download and e-signature status;
- New ftwPortal Pro interface for TPA users.
ftwilliam.com 1099 Refresher Webinar
Date: 2020-12-10 12:00:00
Duration: 60 minutes
Speakers: Casey Hope, Product Support Specialist
It’s that time of year again! Join us for an overview of ftwilliam.com’s 1099 software – during this webinar, we will cover everything from ease of conversion to ftwilliam.com via automated data uploads, edit checking, transferring of data from previous year’s forms to current year, generating forms in .pdf format and all filing options available. We will also show you integration with our Distribution Tracking software and how this module will be able to effectively streamline your 1099 preparation going forward!