Retirement plan administration has never been more demanding. Between evolving regulations, increasing client expectations, and the need to do more with fewer resources, administrators are under constant pressure to deliver accuracy, efficiency, and compliance—all while maintaining a high level of service.
At ftwilliam.com, we understand these challenges because we've built our platform around solving them. Our mission is simple: empower retirement plan administrators to work smarter, not harder. Here's how we do it.
A platform designed for the way you work
Unlike legacy systems that were retrofitted for the web, ftwilliam.com was built from the ground up to be 100% cloud-based. This means no software to install, no updates to manage, and no limitations on where or how you work. Whether you're in the office, at home, or on the road, your tools are always accessible, secure, and up to date.
But accessibility is just the beginning. What truly sets ftwilliam.com apart is the depth and breadth of our platform. We offer a full suite of tools for Defined Contribution, Defined Benefit and 403(b) plans—all in one place. From compliance testing and government forms to distribution tracking and plan installation, every module is purpose-built to support your workflow from start to finish.
Integration that eliminates redundancy
One of the biggest time-wasters in plan administration is duplicative data entry. It's not just inefficient—it's a breeding ground for errors. That's why ftwilliam.com is designed to be deeply integrated across all modules.
When you enter plan document parameters, they automatically populate the compliance module. Participant data flows seamlessly into Forms 5500, 8955-SSA, 1099, and ACA. And distribution tracking is updated in real time, whether you're processing a single RMD or terminating an entire plan. This level of integration doesn't just save time it ensures consistency and accuracy across your entire operation.
Automation that scales with you
Efficiency isn't just about doing things faster. It's about doing them smarter. With ftwLink, our robust API, you can automate routine tasks like document creation, compliance testing, and form generation without logging in to the user interface. Batch processing capabilities allow you to print, deliver, and e-sign documents at scale. You can even generate annual notices with a single click and push these to our secure Plan Sponsor portal using ftwPortal Pro.
These tools are designed to help your team focus on what really matters: serving clients, solving problems, and growing your business.
Intuitive by design
We know that learning new software can be a barrier to adoption. That's why every module in ftwilliam.com is designed to work in a similar way. Once you've learned one, you've essentially learned them all. This intuitive design reduces training time, accelerates onboarding, and helps your team get up to speed quickly.
Support that goes beyond the basics
When you need help, you don't want to wait. Our U.S.-based, credentialed support team is known for its responsiveness and expertise. In fact, our Net Promoter Scores consistently rank in the top percentile for software companies. But we don't just respond to your needs—we anticipate them. Customer feedback directly informs our product roadmap, ensuring that ftwilliam.com evolves with your business.
Services that expand your capacity
Sometimes, you need more than software. You need people. That's why we offer Managed Services to support your plan administration needs. Whether you're short on staff or facing a seasonal spike in workload, our team of credentialed professionals can step in to handle compliance testing, government filings, and plan document tasks. So you can stay focused on your clients.
Always ahead of the curve
Regulatory change is a constant in this industry. From SECURE 2.0 to restatements and beyond, our experts stay on top of the latest developments, so you don't have to. We build updates and guidance into the platform, helping you stay compliant and confident in a shifting landscape.
A seamless transition
Switching platforms can feel daunting—but it doesn't have to be. Our conversion team ensures that your plan data and historical testing information transfer cleanly. We also provide comprehensive training to help your team hit the ground running from day one.
The future of retirement plan administration is here
ftwilliam.com isn't just a tool—it's a smarter way to manage retirement plans. With powerful automation, seamless integration, and expert support, we help you reduce risk, increase efficiency, and deliver better outcomes for your clients.
