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Please Note: CE Credits are not available for viewing recordings of previously-hosted live webinars.
Recording Date: 2019-11-06 01:00:00
Overview: 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.
Recording Date: 2019-10-30 01:00:00
Overview: 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:
Recording Date: 2019-10-28 01:00:00
Overview: 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.
Recording Date: 2019-09-17 01:00:00
Overview: 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.
Recording Date: 2019-08-27 01:00:00
Overview: 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.
Recording Date: 2019-08-21 01:00:00
Overview: 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!
Recording Date: 2019-08-08 01:00:00
Overview: 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!
Recording Date: 2019-06-13 01:00:00
Overview: 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:
Recording Date: 2019-05-29 01:00:00
Overview: 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
Recording Date: 2019-05-15 01:00:00
Overview: 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.
Recording Date: 2019-03-21 01:00:00
Overview: 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:
Recording Date: 2019-01-30 01:00:00
Overview:
Recording Date: 2018-12-12 01:00:00
Overview: 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!
Recording Date: 2018-12-05 01:00:00
Overview: 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.
Recording Date: 2018-11-28 01:00:00
Overview: 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.
Recording Date: 2018-10-18 01:30:00
Overview:
Recording Date: 2018-09-26 01:00:00
Overview: 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.
Recording Date: 2018-09-13 01:00:00
Overview: 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!
Recording Date: 2018-08-15 01:00:00
Overview: 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!
Recording Date: 2018-08-09 01:00:00
Overview: 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).
Recording Date: 2018-06-26 01:00:00
Overview: 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.
Recording Date: 2018-05-15 12:00:00
Overview: 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.
Recording Date: 2018-04-26 01:00:00
Overview: 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.
Recording Date: 2018-03-23 12:00:00
Overview: 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.
Recording Date: 2018-02-22 11:00:00
Overview: 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:
Recording Date: 2017-12-14 01:00:00
Overview: 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.
Recording Date: 2017-11-02 01:00:00
Overview: 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.
Recording Date: 2017-09-30 01:00:00
Overview: 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.
Recording Date: 2017-08-29 12:00:00
Overview: 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!
Recording Date: 2017-08-03 01:00:00
Overview: 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.
Recording Date: 2017-07-25 01:00:00
Overview: 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.
Recording Date: 2017-06-29 01:00:00
Overview: 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.
Recording Date: 2017-06-01 12:00:00
Overview: 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.
Recording Date: 2017-04-06 01:00:00
Overview: 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.
Recording Date: 2017-03-03 12:00:00
Overview: Learn about the basics of multiple employer plans:
Recording Date: 2017-02-28 12:30:00
Overview: 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.
Recording Date: 2017-02-09 11:00:00
Overview: Learn about the politics and policies affecting retirement plans:
Recording Date: 2017-02-02 12:00:00
Overview: 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.
Recording Date: 2016-11-15 01:00:00
Overview: 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.
Recording Date: 2016-11-02 12:00:00
Overview: 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.
Recording Date: 2016-09-13 12:00:00
Overview: 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.
Recording Date: 2016-08-31 01:00:00
Overview: 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!
Recording Date: 2016-08-24 12:00:00
Overview: 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!
Recording Date: 2016-07-01 12:00:00
Overview: Our integration with PensionPro is live as of 07/01/2016!
Recording Date: 2016-06-29 01:00:00
Overview: 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.
Recording Date: 2016-05-28 11:00:00
Overview: 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.
Technical Answer Group (TAG) – Review of FAQ’s
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Duration: 60 Minutes
CE Credit: 1 ASPPA/NIPA/ERPA
Speakers:
Susan Wright, Managing Editor with TAG
Top Heavy Plans
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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
Join ftwilliam.com for our Ease into Hardship Amendments Webinar!
Play
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
Join ftwilliam.com for a Webinar Introducing the Changes that have been made to ftwPortal Pro!
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Duration: 1 Hour
Speakers:
ftwilliam.com's Portal Beta Team
ftwilliam.com’s ftwProposal Pro Software Demonstration
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Duration: 30 Minutes
Speakers:
Andy Schommer, Product Support Consultant, ftwilliam.com
ftwilliam.com Distribution Tracking Software – Overview of Recent Enhancements
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Duration: 1 Hour
Speakers:
Holly Roussel-Godfrey, Technical Product Owner, ftwilliam.com
ftwilliam.com Distribution Tracking Software Demonstration
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Duration: 1 Hour
Speakers:
Holly Roussel-Godfrey, Technical Product Owner, ftwilliam.com
What We Have Here is a Failure to Communicate: Service Provider Communication Best Practices
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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
We will also discuss ftwilliam.com Compliance Testing & Reporting software case study customer service tips, including ideas from the ftwilliam.com Compliance Support Team.
Defined Benefit Documents Update
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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
Form 5500 Industry Update
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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.
ftwilliam.com Plan Document Software Refresher Course
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Duration: 60 minutes
Speakers:
Katie Dolney & Holly Roussel-Godfrey
ftwilliam.com Distribution Tracking Software Phase II Demonstration
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Duration: 1 Hour
Speakers:
Holly Roussel-Godfrey
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 1099 Software Tutorial with our NEW Distribution Tracking Software Integration
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Duration: 1 Hour
Speakers:
Holly Roussel-Godfrey & Katie Dolney
Ethics Webinar
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Duration: 100 minutes
CE Credit: ASPPA, NIPA, ERPA and CLE - 2 Ethics credits
Speakers:
Brian Furgala, Director of ERISA Services, ftwilliam.com
Washington D.C. Update Webinar
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Duration: 60 minutes
CE Credit: ASPPA, NIPA, ERPA
Speakers:
Sarah Simoneaux, President of Simoneaux Consulting Services
The New ftwilliam.com Defined Benefit Documents
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Duration: 1.5 hours
CE Credit: ASPPA/NIPA
Speakers:
Brian Furgala and Holly Roussel-Godfrey
The PPA restatement documents are here for defined benefit plans! We are excited to go over all the enhancements we made to both the documents and the system. Join Brian Furgala, Director of ERISA Services and Holly Roussel-Godfrey, technical product owner, from ftwilliam.com, as well as Charles Brown, Regional Vice President & Consulting Actuary at EGPS, as they cover the following during this webinar:
Distribution Case Studies
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Duration: 1 hour
CE Credit: ASPPA/NIPA
NEW Distribution Tracking Software Demonstration
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Duration: 1 hour
NEW Distribution Tracking Software Demonstration
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Duration: 1 hour
Speakers:
Holly Roussel-Godfrey
Technical Answer Group – Review of FAQs
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Duration: 60 minutes
CE Credit: ASPPA & NIPA, ERPA
Speakers:
Susan Wright
Evaluating Controlled Groups
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Duration: 60 minutes
CE Credit: ASPPA & NIPA, ERPA
Speakers:
Brian Furgala
ftwilliam.com Form 5500 Software Tutorial
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Duration: 1 hour
CE Credit: ASPPA and NIPA
Speakers:
Katie Dolney
ERISA’s Latest Developments
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Duration: 60 minutes
CE Credit: ASPPA & NIPA, ERPA
Speakers:
Brian Furgala
Dealing With Difficult Customers and How to Say No
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Duration: 60 minutes
CE Credit: ASPPA and NIPA
Speakers:
Sarah Simoneaux
Tax Reform Update II – 2018 and Beyond
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Duration:
Speakers:
Cindy Dash, Tim Slavin, Sarah Simoneaux
DC Update
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Duration: 00:50:00
CE Credit: ASPPA & NIPA, ERPA
Speakers:
Sarah Simoneaux
Safe Harbor and Annual Notice Refresher
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Duration: 01:40:00
CE Credit: ASPPA & NIPA, ERPA
Speakers:
The ftwilliam.com team
Ethics Case Studies for Employee Benefits Practitioners
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Duration: 00:50:00
CE Credit: ASPPA & NIPA, ERPA (Ethics CPE)
Speakers:
Sarah Simoneaux
ftwilliam.com – Our New Welfare Plan Documents are Available!
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Duration: 00:50:00
EPCRS Case Studies
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Duration: 00:50:00
CE Credit: ASPPA & NIPA, ERPA
Speakers:
Susan Wright - Technical Answer Group (TAG)
ERISA’s Latest Developments
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Duration: 00:50:00
CE Credit: ASPPA & NIPA, ERPA
Speakers:
Brian Furgala, Employee Benefits Attorney with Gray Robinson
New 403(b) Documents Demo and Overview
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Duration: 01:40:00
Form 5500: Everything You Need to Know But Were Afraid to Ask
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Duration: 00:50:00
Speakers:
Linda Fisher and Mary Andersen
The Latest on Recruiting and Retaining Millennials in Retirement Services
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Duration: 00:54:00
Multiple Employer Plans
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Duration: 01:20:00
What You Need to Know About Your Welfare Benefit Plan Documents
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Duration: 01:30:00
Profiting from Politics and Policies
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Duration: 00:50:00
Compliance Testing Season Refresher Webinar
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Duration: 01:40:00
Overview of Reporting Requirements under ACA
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Duration: 01:40:00
Safe Harbor and Annual Notice Refresher
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Duration: 01:40:00
ftwilliam.com Compliance Software: Enhancements
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Duration: 00:70:00
ftwilliam.com ACA (1094/1095) Forms Module Demonstration
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Duration: 01:00:00
ftwilliam.com Compliance Software Webinar
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Duration: 00:80:00
ftwilliam.com PensionPro Integration
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Duration: 00:25:00
Bridging the Generation Gap in Retirement Services
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Duration: 01:10:00
ftwilliam.com Form 5500 Module: Features and Benefits
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Duration: 01:10:00