Defined Benefit Compliance and Proposal Software
Included in the ftwilliam.com Defined Benefit Compliance and Proposal Software: Plan designs – Supports traditional, cash balance and DB/DC combo plans Plan Specifications – Integrated with current ftw DB document data, or the ability to import or enter non-ftw plan specifications for valuations Portal – New user interface and upgraded functionality for file handling Census […]
Defined Contribution Compliance Testing and Reporting
Defined Contribution Compliance Testing and Reporting ftwilliam.com’s Compliance Testing and Reporting Module helps you streamline your census preparation and manage your plans’ testing and reporting with ease. Our Compliance module offers fast calculations and report generation and integration with the Plan Document, 5500 and 1099 modules, including import of plan specifications from the Plan Document […]