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Compliance testing is the meat and potatoes of a retirement plan. In this session we will explain what nondiscrimination testing is for defined contribution plans and how each test is calculated. Then you will have an inside look at how ftwilliam.com quickly performs these calculations for you. We will also explain how to interpret the results.
Recording Date: September 21, 2017 1:00 pm CT Materials: This session will illustrate ethical principles through real world case studies, including building an ethical organization and how ethics impact retirement services firms and their employees.
Recording Date: September 12, 2017 1:00 pm CT Join ftwilliam.com for an overview of our new Welfare Plan Documents! We have made extensive enhancements and added new features to our Cafeteria and POP Plan Documents, including a new IDP version of the Cafeteria Plan!
Recording Date: August 29, 2017 1:00 pm CT Materials: Correcting plan failures is essential to maintaining the qualified status of a retirement plan. The Employee Plans Compliance Resolution System (EPCRS) provides plan sponsors the guidance on how to correct those failures through there different correction programs. In this webinar we will review the different EPCRS programs and walk through real world correction situations.
Recording Date: August 3, 2017 1:00 CT Materials: Join industry expert, Brian Furgala, for an ERISA Update and find out what the Government is doing in 2017. This session will focus on what has occurred in 2017 and what might be expected the rest of the year. The session will explore the key new regulations, IRS/DOL/PBGC guidance and court rulings from the last 12 months with emphasis on how these current developments affect plan design, plan administration, or enforcement issues. He’ll also update us on the state of pension legislation pending in Congress.
Recording Date: July 25, 2017 1:00 CT Materials: Join ftwilliam.com for an Overview and demo of our New 403(b) Documents! We will go over the new checklists and document types that are included.
Recording Date: June 29, 2017 1:00 pm CT Materials: Learn about the 2016 Form 5500 changes including new questions, IRS compliance questions and administrative penalty updates. We will also provide an overview of selected changes contained in the proposed Form 5500 to be effective for 2019 plan years, including its impact on plan sponsors and service providers, how to prepare for this major expansion of reporting requirements, along with public disclosure concerns. Additional topics will include, Form 5500 common errors, issues to be aware of when requesting a filing extension, and the DFVC Program.
Recording Date: June 1, 2017 12:00 PM Central Materials: Millennials are "lazy, entitled and constantly want to know ‘why’," or "I train them and then they leave". These are comments we have heard as millennials enter the retirement services profession. Find out the latest on how to recruit, retain – and yes, reward - the largest generational cohort in the country today.
Recording date: Thursday, 04/06/2017 1:00 AM Central
Learn about the basics of multiple employer plans:
Recording date: Friday, 03/03/2017 12:36 pm Central Materials: On this webinar, Stacey Austin & Jen Kobayashi, partners at Wang Kobayashi Austin, LLC, will discuss the types of plan documents governing welfare benefit plans, including wrap plan documents, cafeteria plans, and summary plan descriptions. In addition, they will provide an overview of some of the key requirements to be aware of when putting together plan documents and summary plan descriptions.
Recording date: Tuesday, 02/28/2017 12:35 pm Central Materials:
Learn about the politics and policies affecting retirement plans:
Recording date: Thursday, 02/09/2017 11:00 AM Central We are offering our annual refresher webinar on the compliance software to help you through testing season. This 100 minute webinar is designed for current Compliance Module customers, and will provide an overview of setting up a plan and running an allocation & testing; we'll also offer some troubleshooting on common issues encountered during testing. In addition we’ll look at options on the transaction side of the software.
Recording date: Thursday, 02/02/2017 12:00 PM Central Materials: The webinar will provide a high level review of the reporting requirements under ACA, including filing deadlines in 2017 and a summary of the forms. It will also cover applicable large employers and other information you must be aware of as you prepare 2016 filings.
Recording date: Tuesday, 11/15/2016 1:00 PM Central Designing a retirement plan as a ‘safe harbor plan’ offers invaluable benefits to plan sponsors who are seeking a simpler way to satisfy their plans' nondiscrimination requirements. This webinar will review safe harbor plan rules, as well as discussing the various ways safe harbor plans can be set up on ftwilliam.com's plan documents.
Recording date: Wed. 11/02/2016 12:00 PM Central Watch as we demonstrate the new features and functionality in our Compliance software. This webinar is designed for both new and experienced users, as well as those not yet using the software but interested in seeing its capabilities.
Recording date: Tues. 09/13/2016 12:00 PM Central Join us for a demonstration of our ACA Forms (1094/1095) module. In this webinar, we will provide you with an overview of the software, including uploading data and data entry in the forms. Learn how this new ftwilliam.com module can help you satisfy the ACA reporting requirements!
Recording date: Wed. 08/31/2016 1:00 PM Central Join us for a ftwilliam.com Compliance module webinar where we will highlight new reporting features and showcase integration of the software with other ftwilliam.com modules and PensionPro!
Recording date: Wed. 08/24/2016 12:00 PM Central Our integration with PensionPro is live as of 07/01/2016!
Recording date: Fri. 07/01/2016 Millennials are “lazy, entitled and constantly want to know ‘why’.” Baby Boomers and Gen X’ers are “inflexible micromanagers paying us to be here instead of caring about getting the work done.” These are some of the comments we have heard as millennials enter the retirement services profession and Gen X’ers move into management roles alongside Baby Boomers. During this webinar, learn practical tips and ideas on how to bridge the generation gap in retirement services firms.
Recording date: Wed. 06/29/2016 1:00 PM Central If you're not already using ftwilliam.com for Form 5500 preparation, you'll want to watch this webinar! In this webinar, we cover everything from conversion to e-filing.
Recording date: Wed. 05/28/2016 11:00 AM Central It's that time again! If you haven't logged into the 1099 Software all year or you're looking for a new solution, you won't want to miss this webinar. This session will cover preparation (manual or via upload), printing, e-filing and our fulfillment service where we do the printing and mailing on your behalf.
Recording date: Wednesday, December 9, 2015 In this webinar, we will provide an overview of the Affordable Care Act’s employer reporting and related requirements. The webinar will provide a review of the reporting requirements under ACA, including filing deadlines and a summary of the forms. It will also cover applicable large employers and other information you must be aware of as you prepare 2015 filings.
This webinar is provided to you free of charge.
Recording date: Thursday, November 19, 2015 Materials: Designing a retirement plan as a ‘safe harbor plan’ offers invaluable benefits to plan sponsors who are seeking a simpler way to satisfy their plans' nondiscrimination requirements. This webinar will review safe harbor plan rules, as well as discussing the various ways safe harbor plans can be set up on ftwilliam.com's plan documents. The webinar is designed to be eligible for CE Credit.
This webinar is provided to you free of charge.
Recording date: Wednesday, October 28, 2015 Materials:
Join us for a demonstration of our new IRS Forms 1094/1095 module. In this webinar, we will provide you with an overview of the software, including uploading data and data entry in the forms. Learn how this new ftwilliam.com module can help you satisfy the ACA reporting requirements!
This webinar is provided to you free of charge.
Recording date: Tuesday, September 29, 2015 Materials: In this webinar, we cover everything from conversion to e-filing. If you are using our software, this webinar is a great refresher and update on what's new. If you're not already using ftwilliam.com for Form 5500 preparation, this webinar will provide you with a good overview of our software. This webinar is provided to you free of charge.
Recording date: Thursday, May 28, 2015 Materials: This webinar covers: This webinar is provided to you free of charge.
Recording date: Thursday, May 7, 2015 Materials: It's that time again! If you haven't logged into the 1099 Software all year or you're looking for a new solution, you won't want to miss this webinar. This session will cover preparation (manual or via upload), printing, e-filing and our fulfillment service where we do the printing and mailing on your behalf. This webinar is provided to you free of charge.
Recording date: Tuesday, December 9, 2014 Materials: This webinar is provided to you free of charge.
Recorded on Tuesday, May 20, 2014 1 p.m.
ftwilliam.com PPA Preparation Course 1 will include an overview of the new provisions in the PPA Plan Document, a walk-thru of our newly enhanced user interface, setting up defaults in ftwilliam.com and conversion guidance for new customers. This webinar is designed to be eligible for 1 ASPPA/NIPA, JBEA or ERPA credit This webinar is provided to you free of charge.
Recorded on Monday, May 12, 2014 1 p.m.
The contributions session in our PPA Preparation Course Series will include an overview of setting up your plan compensation, eligibility and vesting for various contributions in ftwilliam.com. This webinar is designed to be eligible for 2 ASPPA/NIPA, JBEA or ERPA credit This webinar is provided to you free of charge.
Recorded on Wednesday, May 14, 2014 1:00 p.m.
It's that time again! If you haven't logged into the 1099 Software all year or you're looking for a new solution, you won't want to miss this webinar. This session will cover preparation (manual or via upload), printing, e-filing and our fulfillment service where we do the printing and mailing on your behalf. This webinar is provided to you free of charge.
Recording Date: Thursday, December 12, 2013 11:00 am Materials:
Wrap Plan Documents are becoming more popular than ever. With this trend comes lots of questions about why and how to Wrap ERISA Welfare Plans. Join our industry expert, Aimee Nash and learn everything you need to know about Wrap Plan Documents.
Recording date: Thursday, December 5, 2013 1:00 pm Materials:
In this webinar, Aimee Nash and Tim McCutcheon will take you through a full overview of the details and features of the ftwilliam.com PPA Document. They will also cover the new features and options in the draft document submitted to the IRS and what to expect during restatement time. At the end of the webinar, we will give you a tour of our new and improved user interface, our new batch PPA restatement and batch annual notice tools as well as our enhanced help options and edit checking. We will also briefly discuss portal delivery and e-signatures.
This webinar is provided to you free of charge. Materials:
Learn about the current state of health care reform guidance for HRAs and Cafeteria plans. We will cover upcoming rules and how to prepare for them: 90 day waiting periods, spending down stand-alone HRAs, cafeteria plans and the government exchanges, and more. We will also briefly discuss whether wraps are newly relevant with health care reform changes. Recorded on Thursday October 24th Duration is 1 hour, 19 minutes
Materials:
Join us for a quick introduction of ftwProposal Pro on September 18th. Jane Nickalls will cover all of the features of ftwProposal Pro including:
This webinar is provided to you free of charge. If you're not already using ftwilliam.com for Form 5500 preparation, you'll want to watch this webinar! In this webinar, we cover everything from conversion to e-filing. If you are using our software, this webinar is a great refresher and update on what's new. Watch the webinar from April 24th , 2013: Video
Materials: This 1.5 hour webinar recorded on January 29th 2013, covered top heavy plan fundamentals, identifying your plan’s key employees, and other related issues. Watch the webinar from December 29th, 2012: Video Materials:
Designing a retirement plan as a "safe harbor plan" offers invaluable benefits to plan sponsors who are seeking a simple way to satisfy their plans' nondiscrimination requirements. This webinar will review safe harbor plan rules, as well as a discussion on designing safe harbor plans on ftwilliam.com's plan documents. This webinar is designed to be eligible for CE Credit. Materials: Form 8955-SSA is here! Learn how to prepare the forms using our website and learn all about our fulfillment where we take care of the e-filing for you. Watch the webinar from September 8, 2011 (1 hour 10 mins): Video On Wednesday, November 17, 2010 ftwilliam.com hosted a webinar to
address a number of frequently asked questions regarding ftwilliam.com's documents. Including: compensation,
amendments/restatements, new disaggregation testing options, etc. On Tuesday, November 2, 2010 ftwilliam.com hosted a webinar to give a
basic introduction/review of ftwilliam.com's plan document software. We began with a very general software
demonstration and also explored features current users may not have used including cloning, default plans, our
automated amendment module, batch annual notices, report exporting and more. We also discussed some upcoming features
we expect to release in the next year. On Tuesday, September 8th, Attorney Aimee Nash reviewed
nondiscrimination rules in Cafeteria and HRA plans.  Click to Download the Webinar Materials Click to download the Q & AOn Friday, March 20th, Attorney Aimee Nash reviewed the basic 403(b)
requirements and some frequently asked questions about 403(b) plans; including: how 403(b) plans differ from qualified
plans, nondiscrimination testing, ERISA coverage... and more. Click to download the 403b power point Click to download the Q & A Entire Webinar AudioRecording |
