ftwilliam.com Defined Benefit Compliance and Proposal Software

100% cloud-based and integrated across ftwilliam.com

Alleviate the business risks inherent in outdated, non-web-based software with ftwilliam.com’s 100% cloud-based, modern Defined Benefit Compliance (DB Compliance) software — a complete proposal, valuation, and testing system.

Eliminate the pain point of duplicative manual data entry! Our DB Compliance software is integrated with the following ftwilliam.com modules connecting everything for you: Defined Contribution Compliance Testing & Reporting, Plan Documents, DB and DC Proposal, and Portal.

8 Advantages of cloud-based Defined Benefit Compliance software:

1. Secure software fully accessible from any location — employees can work from anywhere, and employers can recruit from anywhere

2. NO hardware or cloud server installation, infrastructure investment, data storage requirements or costs!

3. Unlimited number of concurrent users

4. Continuous and automatic software updates — nothing to download or install locally

5. No VPN is required to dial in or multiple programs to open

6. Easily upload/download data using CSV and Excel files

7. Securely and quickly share data between a TPA and back office actuary

8. Eliminate the need to email pdfs or invest in secure file transfer methods

ftwilliam.com’s innovative functionality and integration across modules will increase your operational efficiencies and improve overall profitability.

Key features:

Plan Designs Supported: Cash balance and traditional DB designs with group formulas
Plan Specifications: Automatically import plan specifications from the ftwilliam.com plan documents module, or manually enter them
DB Valuations: Perform beginning or end of year actuarial valuations and create custom reports from a results output file, or leverage editable, pre-packaged valuation report pages
Compliance Testing: Nondiscrimination, coverage and minimum participation (IRC 401(a)(26)) testing for stand-alone DB or DB/DC combinations
Reports: Editable, pre-packaged reports for Compliance Testing and DB Valuations
DB or DB/DC Combo Proposals: design plans, run first year valuations results and compliance tests for multiple cash balance and/or combo plan designs with a click of a button, and produce a customizable report to present to clients
ftwPortal Pro Integration: automated census collection via ftwPortal Pro (by plan or by batch)

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