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Products - Defined Contribution Compliance Software
  Annual Tests Provided
  Great Features


  Compliance Testing, Accounting and Reporting. Our compliance software offers a wide range of testing options and our accounting platform is appropriate for balance forward recordkeeping and participant statements.

  ftwLink. Using ftwLink you can add and edit 5500 forms and schedules, extract 5500 data, and generate final 5500 schedules and forms using a single, easy to use XML interface. ftwLink allows you to seamlessly integrate your Admin system and ftwilliam.com.

  Fully Integrated with Document and Government Forms Software. All of our software is integrated so there is no need to contact multiple vendors for individual software packages.

  Support. Personalized help is free and available via a phone call or email. Free on line training is also available and our Plan Specifications and processing parameters have instant context-sensitive help buttons.

  Work from anywhere. ftwilliam.com offers your employees the option of working from any computer with an internet connection and you do not need to maintain extensive software or hardware.

  Work Flow Management. WorkFlow helps you supervise all your plans' compliance testing and reporting. Assigns plans to administrators, keeps track of which plans data has been received, processed, tested and reports printed.

  Low Cost. With no upfront cost, the entire cost of the software is based on the number of plans your company has in the system.

Annual Tests Provided (Listed by Internal Revenue Code Section Number)

  • 401(a)(4) - General Test/Cross Test

    402(g) - Elective Deferral Limitation monitoring

    401(k)/(m) - ADP and ACP Nondiscrimination Testing

    410(b) - Ratio Percentage and Average Benefits Coverage Testing

    414(q) - Highly Compensated Employee Determination

    414(s) - Nondiscriminatory Compensation Testing

    415(c) - Annual Additions Limitation Testing

    416 - Top Heavy Rules Testing

    414(v) - Catch-up Contribution Processing

    404 - Contribution Limit

Great Features

  • Complex/Multi-tiered Contribution Allocations

    Safe Harbor/Top Heavy and Gateway Minimums

    Self-Employed Calculations

    Balance Forward Accounting/Participant Statements

    Transaction Import/Export

    Ad Hoc Report Writer/Excel Import and Export

    Extensive Census Data Scrub

    Maximize Individuals

    Auto Solving for failed Gateway and Ratio Group Test

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