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- Learn how to use the ftwilliam.com 409A Plan Document Software
On Wednesday, July 30th, Attorney Aimee Nash will be reviewing the basic 409A requirements and introducing the ftwilliam.com 409A software.
This webinar is provided to you free of charge, however, telephone toll charges will apply. This webinar may be offered again as demand indicates.
When: Wednesday, July 30, 2008
11:00 AM - 12:00 PM CDT; 12:00 PM EDT; 10:00 AM MDT; 9:00 AM PDT
Space is limited. Reserve your seat at the July 30th Webinar now: Click Here
- Improving 401(k) Plan Document Generation Efficiencies
Increase Efficiencies and Accuracies - You're Only a Few Clicks Away.
In today's business climate, only the most efficient survive. Poor processes can cripple your business and damage your bottom line. Join us for an informative webinar on how Matrix Financial Solutions, via its affiliate, Matrix Communications Technologies and ftwilliam.com can help you dramatically increase and streamline your 401(k) document generation process. With the combined power of Matrix Communications Technologies and ftwilliam.com, you and your plan sponsors are on your way to increased efficiencies and accuracy.
When:
- Tuesday August 19, 2008, 11:00 AM - 12:00 PM CDT
Who Should Attend:
- Recordkeepers and TPAs looking to improve the effectiveness of the plan document generation process with its clients.
- Current ftwilliam.com customers that want to learn more about its relationship with Matrix Communications Technologies.
- Current Matrix Communications Technologies customers that want to streamline their document generation process.
What Will You Learn:
- How the information "process flow" between Matrix Communications Technologies and ftwilliam.com works and how to get started
- How switching to an automated system can save you time and increase accuracy
Speakers:
- Danny Streiff, President, Matrix Communications Technologies
Danny is the founder and president of Matrix Communications Technologies. With more than 12 years working as a Financial Advisor at Wachovia Securities and Scott & Stringfellow, Danny knows and understands the industry and what process can increase productivity and the bottom line. As an industry expert, Mr. Streiff is frequently quoted in investing and finance articles in local, regional and national publications.
Mr. Streiff holds a Bachelor of Arts in Economics from the University of North Carolina - Charlotte. He currently serves on the North Carolina Community College Systems Finance and Insurance Advisory Committee.
- Holly Roussel, Director of Marketing, ftwilliam.com
Holly Roussel leads the Marketing function for www.ftwilliam.com. She attended the University of Wisconsin - Milwaukee where she received a B.S. in Business Administration with a concentration in Marketing. Ms. Roussel has extensive hands-on marketing experience and has a history of developing highly successful marketing programs. Her principal duties include marketing, sales, advertising, and PR.
Title: Improving 401(k) Plan Document Generation Efficiencies
Date: Tuesday August 19, 2008
Time: 11:00 AM - 12:00 PM CDT (12:00 PM EDT, 10:00 AM MDT, 9:00 AM PDT)
Space is limited. Reserve your seat at the August 19th Webinar now: Click Here
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Learn how to use ftwilliam.com's plan document software
On July 10th 2008 we hosted a webinar on how to use the ftwilliam.com plan document software.
Holly Roussel discussed new product features such as batch amendment, batch annual notice and more.
In addition, Holly reviewed cloning plans, setting up defaults, edit checking, printing and other useful product features.
We anticipate offering this webinar periodically as demand indicates.
Materials:
 Click to download our New User's Guide.
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ARE YOU READY FOR EGTRRA RESTATEMENTS?
Learn what you need to know about the ftwilliam.com EGTRRA restatement process - FREE.
On July 9, 2008, Tim McCutcheon, President and CEO of ftwilliam.com reviewed converting plans from GUST to EGTRRA, new plan features as well as the differences between Prototype and Volume Submitter plans.
Materials:
 Click to download EGTRRA restatement webinar documents.
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Form 5500 Refresher Course
To help prepare you for the Form 5500 filing season, we held a free online refresher course on June 18, 2008. Holly Roussel discussed new product features such as batch 5558, batch SAR and more. In addition Holly reviewed 55AutoFill, adding schedules, edit checking, printing and other useful product features. The course provided instruction as to the operational features of the software in order to enable you to work efficiently with the system. The Webinar did not discuss any technical/legal issues such as the proper responses to questions on particular schedules.
We anticipate that we will offer another webinar to address such issues at a later date.
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Learn About ftwilliam.com's New 403(b) Plan Documents
By popular demand, on March 26th, 1:00 PM - 2:00 PM CDT, Attorney Aimee Nash repeated her webinar on our two new 403(b) plan documents.
She discussed the full-scope 403(b) plan document with both an ERISA and non-ERISA option that
allows sponsors (including churches, non-profits, or public schools) to provide matching, non-elective
contributions and elective deferrals. She also reviewed our limited-scope 403(b) plan document
which allows for elective contributions for non-ERISA plans only.
In addition to reviewing the documents, Aimee discussed the features in the software such as the
context-sensitive help buttons, forms and amendments, streamlined data import and export, and online error correction.
Materials
Webinar PowerPoint Presentation
March 17, 2008 Webinar Q&As
March 26, 2008 Webinar Q&As
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Form 5500 Updates with Janice Wegesin
On March 4, 2008, we hosted a webinar on Form
5500 preparation. Janice Wegesin, a well-known expert on Form 5500
preparation and author of the Form 5500 Preparers' Manual
was our featured speaker.
Janice discussed what's new with the IRS and DOL, how to avoid
common errors, new simplified filing rules for small plans, changes to
Form 5500EZ and more.
- Learn About ftwilliam's New Transportation Spending Account Plan
Tuesday, December 4, 2007
Materials
Webinar presentation
Recording
 Entire Webinar
AudioRecording (8:52 ~6 MB)
- What
You Need to Know About Automatic Enrollment Arrangements and QDIAs
Wednesday, November 28, 2007
Materials
Webinarpresentation
DOL QDIA
FinalRegulations
IRS
ProposedRegulations
IRS Sample Notice
Recording
Entire Webinar
AudioRecording (59:38 ~41 MB)
- 1099
Refresher Course Materials
 Webinar presentation
 IRS Form4419
- Application for Filing Information Returns Electronically
- What
You Need to Know About the 2007 Required Amendments Materials
Webinar presentation
10/18/2007Technical
Update - Required Amendments/SMM
Q&A from the Webinar
- Gearing
Up for EGTRRA Restatement Webinar Materials
Webinar presentation
Rev. Proc. 2005-16
Rev. Proc. 2007-44
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