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Products - Retirement Plan Documents
  Supporting Documents
  Sample Documents


  High quality documents. View sample language from our plan documents and checklists by clicking on the appropriate link below. Please note that these samples are in PDF format. An actual document generated on our servers would be delivered in rtf format and would be opened immediately in Microsoft Word. The 401(k) volume submitter document was generated using the checklist listed below. The checklists for the adoption agreements are blank checklists. In actual practice, the checklists would be completed on-line in your web browser. Each online checklist looks virtually identical to the sample printed checklists listed below.

  Integrated. All features were designed from the ground up to work in an integrated fashion using a consistent user interface. Our checklists follow a uniform format that remains virtually identical regardless of the document to be generated. The on-line checklist for our volume submitter document is virtually identical to the on-line checklist for our prototype document. Our checklists are numbered in the same manner as our prototype adoption agreements which eliminates any confusion as to how a checklist answer will be reflected in the adoption agreement. In addition, you may periodically update the IRS forms (if purchased) with information from the checklist responses.

  Help. Nearly every checklist question provides instant context-sensitive help. This help feature provides instant access to relevant language in the plan document (volume submitter), adoption agreement and basic plan document (prototype). If you are still not comfortable with completing a checklist item, you may e-mail one of our experts and receive an answer either by phone, or where appropriate, via e-mail.

  Easy to use forms and amendments. Most of the forms and amendments can easily be generated using either the Batch Print or Group Print features. The Batch Print feature permits you to print amendments for all of your clients in a few easy steps. If you like, you may even have us e-mail the amendments directly to your clients. Group Print allows you to print all of the required forms for a plan in a single step. Batch and Group amendments and forms are instantly delivered to you as a Microsoft Word document.

  Streamlined data import and export. The exclusive ftwLink feature provides an XML based interface for interfacing with your plan information. Using ftwLink you can add and edit plan information, extract checklist answers, and generate plan documents using a single, easy to use XML interface. ftwLink allows you to seamlessly integrate your Admin system and ftwilliam.com.

  Free updates. All document updates and amendments are provided at no extra cost.

  Extensive on-line error correction. While we cannot guarantee that each combination of checklist responses will result in the plan that meets the qualification requirements of the Internal Revenue Code and ERISA, our on-line error correction will identify all required responses and will highlight most conflicting responses.

  Streamlined data entry. When entering data, items for which no entry is required will appear shaded and will not allow data entry. For example, if matching contributions are not allowed in a 401(k) plan, all questions dealing with matching contributions will be shaded. The information for a shaded item will be maintained on the system but not used to generate a checklist or document.

  55AutoFill Technology. With 55AutoFill, completion of plan document checklists is made easy by automatically downloading all of the available information from the most recently completed 5500 forms. All you need to do is enter the plan sponsor's taxpayer identification number and all of the 5500s and plan information for that plan sponsor are automatically imported for your use - even if you did not use our software in any previous year. (Patent pending). Sign up for our demo to see for yourself what 55AutoFill can do for you.

  Plan Highlights document. Contains a concise summary of major plan terms that may be used in participant enrollment materials or other participant communications. It is custom-generated based on plan document specifications used in the official plan documents. Because it is generated in Microsoft Word, you will be able to create a custom look for your Highlights document.

  Spanish Summary Plan Description. You can access an automated version of the summary plan description for qualified defined contribution plans. There is an annual fee for this service ($699/year) and it will be available for all qualified defined contribution plans in your account. Please contact us if you would like this feature added to your account.

  Custom Language. Since the documents are delivered in rtf format, you may perform extensive customization of each document. Each checklist allows you to enter and retain on-line all custom language.

  Unlimited checklist templates. Using the "Clone Me" feature you may establish an unlimited number of custom default checklists. This feature copies all checklist answers from a default checklist to a new plan. There is no limit to the number of default checklists you may set up. For example, you could establish a default checklist for solo (k) plans, a default checklist for PEO plans and a default checklist for regular 401(k) plans.

  Export Plan Specs for Specific Plans. With this unique, powerful feature customers are given the ability to download all of their plan specifications with the click of a button in Excel-compatible format. Manage your practice even more efficiently by using the spreadsheet in a mail merge for mailings, using it in your recordkeeping system or even use it to keep track of amended plans and updates. Need a list of all your plans that have a specific checklist response such as loans? This export feature can do it. Any updates to your checklist responses are instantly available the next time you export.

Supporting Documents

1. Summary Plan Description

2. Other Documents/Forms (All custom generated based on checklist answers)

Consent actions
Separate trust document
25 popular administrative forms/procedures/notices

3. IRS Submission Documents (other IRS forms require purchase of the IRS/PBGC Forms Package)

Form 5307
Schedule Q
Form 8717
Form 2848
Form 8905
Notice to Interested Parties
IRS cover letter

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