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        Upcoming Webinars



           Stay tuned for more exciting Webinars from ftwilliam.com!



        Past Webinars

  • ftwilliam.com PPA Preparation: The Software

    The last course in our PPA Preparation Course Series includes a demonstration of the new ftwilliam.com Plan Document Preparation Software. We will walk-thru the newly enhanced user interface, new data entry screens, custom edit checking, quick entry and more!

    This webinar is provided to you free of charge.

  • Recorded on Wednesday, May 28, 2014 1 p.m.
    Duration: 57 Minutes

  • ftwilliam.com Form 5500 Software Refresher Course

    This webinar is provided to you free of charge.

  • Recorded on Tuesday, May 20, 2014 1 p.m.
    Duration: 50 minutes


  • ftwilliam.com PPA Preparation Session 1: An Overview of the New Provisions and the New User Interface

    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.
    1 hour 36 mininutes

  • ftwilliam.com PPA Preparation Course 2: Contributions

    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.
    1 hour 41 minutes

  • ftwilliam.com 1099 Software Tutorial

    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
    Duration: 32 minutes



  • Welfare Wraps - Why and How to Wrap ERISA Welfare Plans

    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.

    • Review of the Basics of Wrap plan documents and SPDs
    • Using a Wrap Plan to help coordinate the numerous health care plan disclosures
    • Discussion of whether Wrap plans are newly relevant with Health Care Reform changes
  • Recording date: Thursday, December 5, 2013 1:00 pm
    Duration: 1 Hour



  • ftwilliam.com PPA Document Overview and What to Expect for Restatements

    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.
    No CE credits offered for the webinar's recording.



  • Join us for an update on Health Care Reform with ERISA attorney, Aimee Nash.

    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



  • ftwProposal Pro - The new ftwilliam.com Proposal Software

    Join us for a quick introduction of ftwProposal Pro on September 18th. Jane Nickalls will cover all of the features of ftwProposal Pro including:

    • Full Integration with our DC Administration Software
    • Use our proposal system for prospective clients and existing customers
    • Compares various combinations of employer contributions to maximize benefits to certain participants
    • Allows addition of client’s tax bracket to show realistic cost/benefit of plan
    • Intuitive and easy to use
    • Calculates complex allocations and performs compliance tests with a click of a single button
    • Creates three separate proposals simultaneously with pie charts/graphs
    • Customizes your proposals (logo, font type, cover page and more)
    • Autosolve Feature for General Test (Premium Package Only)

  • This webinar is provided to you free of charge.

  • Learn About the ftwilliam.com Form 5500 Preparation & Efiling Software

    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:

  • Learn About Top Heavy Plans with ftwilliam.com Industry Experts

    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:


  • Safe Harbor Plans on ftwilliam.com

    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.


  • How to Prepare Form 8955-SSA on ftwilliam.com

    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

  • ftwilliam.com's Plan Document Software FAQs

    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.

    Webinar Audio/Visual Recording
    Click to view the webinar materials

  • ftwilliam.com's Plan Document Software

    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.

    Webinar Audio/Visual Recording
    Click to view the webinar materials

  • Nondiscrimination in HRA and Cafeteria plans

    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 & A

  • 403(b) plan documents on ftwilliam.com

    On 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

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