The NEW Plan Design Summary (PDS) enables retirement service plan providers to track the plan installation process and deliver recommendations to plan sponsors during installation via ftwPortal Pro – which provides users with secure, two-way access to plan documents, forms, and secure data.

The Plan Design Summary features a detailed tracking log designed to help management stay informed during various steps of the plan installation process.

The Plan Design Summary has been built based on customer feedback - designed to simplify the complex installation process, which typically involves many parties and several stages.  PDS is a user-friendly tool containing several features, including notification manager and document change tracking, which will help users increase efficiency, mitigate errors, and reduce costs.

Key features include:

  • Seamless integration with ftwilliam.com’s plan document software checklist, the Plan Design Summary will populate the plan parameters and minimize data entry errors during document preparation via ftwPortal Pro for quick, secure communication with clients.
  • Global and plan level dashboards will enable customers to view all plans and relevant data points to meet their client’s evolving needs.
  • Ability to create unlimited plan design templates based on their service model and available plan designs.
Discover how ftwilliam.com can work for your business.
Schedule a demo today.

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