ComplianceSeptember 23, 2021

ftwilliam Defined Benefit Compliance Deminar

Please join us to learn how to alleviate the business risks inherent in outdated, non-web-based software with’s 100% cloud-based, modern Defined Benefit Compliance (DB Compliance) software — a complete proposal, valuation, and testing system.


Some of the features and functionality we will cover are:

  • Setting plan provisions, including integration with ftw plan documents
  • Setting actuarial assumptions
  • Managing data more efficiently with easy upload and download csv functionality
  • Eliminating the pain point of duplicative manual data entry leveraging our seamless integration, including ftwPortal Pro
  • Running valuations at beginning or end of year
  • Running compliance tests
  • Running proposals
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