Complimentary Webinar
Revolutionize Your Defined Benefit Compliance
CE Webinar from ftwilliam.com
Date: October 18th, 2023
Time: 1:00 PM EDT
Do you want to eliminate the risks and costs of inefficient and duplicative processes?
Join our exclusive 1-hour webinar on ftwilliam.com’s Defined Benefit (DB) software. Learn how our 100% cloud-based, modern DB software can alleviate the business risks inherent with non-web-based software.
During this informative session, we’ll cover the differentiating features and integration with other ftwilliam modules that are enabling our customers to streamline their DB processes. We will focus on the basic workflow and features added over the past year, including:
- Cycle 3 Documents
- Streamline onboarding and plan installation
- Integration with other ftwilliam.com Modules.
- Actuarial Valuation - process, results, reports, and Schedule SB integration
- Compliance Testing - stand-alone and combo plans
Don't miss this opportunity to revolutionize your Defined Benefit Compliance practices. Register to secure your spot now.
CE Credit = 1 ASPPA/NIPA
Click below to watch the replay!
Presenter(s)
Joseph Kleinrichert, PMP, CSM
DB Product Owner, Senior Technology Project & Program Manager, ftwilliam.com Wolters Kluwer Legal & Regulatory
Charles Brown, FCA, MSEA, QPA, QKA
Actuarial Director, Consulting Associate Director, ftwilliam.com Wolters Kluwer Legal & Regulatory
Holly Roussel-Godfrey
Associate Director, Product Management, ftwilliam.com Wolters Kluwer Legal & Regulatory
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