Key features include: 

  • Integration
  • Login/home page provides access to all modules
  • Plan document provisions transfer to DB Compliance
  • ftwPortalPro facilitates census data collection and file/document transfers
  • Form 5500, Schedule SB data and attachments populate from DB Compliance
  • Easy uploads/downloads for sharing data between DB & DC plans for census processing and nondiscrimination testing
  • Actuarial Valuations
  • Easy to use for small, traditional DB and cash balance plans
  • Benefit formulas may be defined using groups
  • Beginning or end of year valuations
  • Ability to create a custom client package by selecting from individual, pre-designed reports
  • Does not currently support multiple decrements (termination probabilities, disability, etc.) or life insurance in plans
  • Compliance Testing
  • Minimum participation testing
  • Standalone DB or aggregated DB/DC coverage and nondiscrimination testing
  • Detailed reports for each test
  • Auto-solve for nondiscrimination testing

DB Proposal
Click here to download Defined Benefit Proposal product sheet

  • Included with DB Compliance or purchased separately – works independently from DB Compliance, but uses the same calculations
  • Illustrates standalone cash balance or CB/DC combo plans for up to 5 designs at a time
  • True actuarial valuations performed to model actual minimum and maximum contribution results
  • Full compliance testing with detailed reports
  • Client-ready proposal report

All supported by our industry leading Customer Support team who is always available to help when you need it.

ftw Defined Benefit Compliance Screenshot
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