Your customer service for our subscribed modules is stellar!  We can always speak to a live representative and our issues are almost always resolved immediately.  Thank you!
Vicky Cagliola’s 5500 software is very easy to use.  The integration of the 5500 software with the other FTW modules and bring forward data from past years helps to streamline the process. In addition, the ability for the client to store their DOL signing credentials in the system saves the Plan Sponsor the hassle of looking for this information each year
Kelley Stanton
With the retirement plan document software, doing our PPA restatements was a breeze.   The batch processing via the portal made sending out and tracking the restatements very simple and efficient.’s document support was great as I was learning the process – responses were prompt and often by phone.
Bev Haslauer
The [TAG] Q&A is a great source of information.  The responses to questions are always well-reasoned and specific sources being provided helps with further research.
— Uniglobal

NEW! Distribution Tracking

We are happy to announce the launch of our new Distribution Tracking Software (DTS). DTS automates all tasks associated with processing distributions. You and your clients will know exactly where the distribution is in process every step of the way, saving you time and increasing your efficiency and accuracy. Our built in accountability tools, streamlines communication, and data collection will make distribution processing easier than ever.


ERISA Professional
Users of the Plan Document and Compliance Testing and Reporting modules must be experienced ERISA professionals who are qualified to draft the documents provided and perform annual compliance testing (e.g. Attorney, Enrolled Actuary, TPA). If you have any questions or you are not sure you are an ERISA professional, please contact [email protected] or call 800.596.0714.

No Legal Advice and/or its employees, officers and agents are not engaged in the practice of law and do not render any legal, accounting, financial or other professional advice. does not provide any advice and/or opinion as to whether any of the documents and or forms offered on the Site provide any specified legal or tax effect. All documents and or forms are prepared by at the direction of the person using the site.

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