Save Time, Reduce Your Risk and Operating Costs, and Increase Your Efficiency
Our built-in accountability tools streamline communication, and data collection, making distribution preparation and tracking faster and more efficient. Real-time updates keep you and your client’s informed, so you know exactly where each distribution is, and can avoid costly VCP filings.
Integration with other ftwilliam.com Modules:
- Compliance – Pull in existing participant data and push any new participants added in DTS to compliance
- 1099 – Push data from DTS into 1099 software for easy Form 1099 preparation
- Documents – Pull in plan document specifications for easy reference in DTS
Integration with Our Rollover Partners:
- Millennium Trust Company
- Liberty Trust
- New! Integration with Compliance Module – Batch pull distribution details from the Compliance module to DTS for force-out campaigns, plan terminations and partial plan terminations.
- New! Loan Tracking Features – Track loan processing and model loans using data pulled from the Document and Compliance modules.
- Portal Data Collection – Fully optimized for mobile devices, you can collect everything you need to process a distribution via the distribution portal.
- Quick View – Everything you need to know about a distribution can be seen at-a-glance in the distribution summary, including custom activity, all files received via the portal, and notes.
- Document Exchange – Send any documents via the portal for download and receive signed/completed forms and documents from plan sponsors and participants.
- Template Manager – Use our templates, create your own, and even download onto your company letterhead. Instantly create custom custodial directives, spousal consents, and more.
- Batch Features – Batch Import Distributions for force outs, plan termination, and conversion. Plus, batch print and attach custom documents to your distribution records.