ftwilliam.com Defined Benefit Compliance Deminar
Date: Thursday, September 23, 2021
Time: 1:00 PM- 2:00 PM EDT 

Please join us to learn how to alleviate the business risks inherent in outdated, non-web-based software with ftwilliam.com’s 100% cloud-based, modern Defined Benefit Compliance (DB Compliance) software — a complete proposal, valuation, and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.

Some of the features and functionality we will cover are:
  • Setting plan provisions, including integration with ftw plan documents
  • Setting actuarial assumptions
  • Managing data more efficiently with easy upload and download csv functionality
  • Eliminating the pain point of duplicative manual data entry leveraging our seamless integration, including ftwPortal Pro
  • Running valuations at beginning or end of year
  • Running compliance tests
  • Running proposals
Featured Speakers
Joseph Kleinrichert,
Senior Technology Project & Program Manager, ftwilliam.com
Wolters Kluwer Legal & Regulatory 
Charles Brown, FCA, MSEA, QPA, QKA,
Associate Director, ftwilliam.com
Wolters Kluwer Legal & Regulatory 

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