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

Recent guidance suggests HRAs must be integrated with a major medical plan to be exempt from health care reform's prohibition on annual limits. This webinar included less-discussed exemptions that apply to HRAs and will help employers continue to offer the HRA plan designs that meet their needs. This webinar also discussed some HRA fundamentals and how HRAs can operate under the new health care reform environment in general.

Watch the webinar from March 28th , 2013: Video

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

This webinar discussed changes to the software/forms and and gave refresher on how to use our innovative software.

Watch the webinar from December 12th, 2012: Video

Materials:

• Power Point

In this webinar, Aimee Nash, Attorney/Senior Writer, covered the PPA Volume Submitter (prototype format)document offered by ftwilliam.com from head to toe. This webinar also touched on some of the new formats and plans that we will offer customers for PPA.

Watch the webinar from November 7, 2012: Video

Materials:

• Power Point

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:

• Power Point

This webinar provided a summary of Health Care Reform Requirements -- particularly how these requirements apply to account-based health care plans such as HRAs and Cafeteria plans.

Watch the webinar from September 11, 2012: Video

Materials:

• Power Point
• Written Q&As.

This webinar discussed form preparation, batch printing, our upload and download center, e-filing and more.

Watch the webinar from July 18, 2012: Video

This webinar discussed all of the enhancements we are making to our software.

Watch the webinar from July 10, 2012: Video

Materials:

• Power Point

If you've seen all the functionality in ftwPortal Express, you'll love what we've done with ftwPortal Pro. Watch our webinar and check us out today.

Watch the webinar from April 5, 2012: Video

This webinar discussed the document types that will be offered for the PPA cycle, expected time-frames, software updates, and more. Included a discussion of whether you should apply to get a letter in your own name.

Watch the webinar from February 22, 2012: Video

Materials:

• Power Point
• Sample of Current Document Style
• Sample of New/PPA Document Style

In this session you will learn how to prepare your 1099s in ftwilliam.com. We will cover batch importing from an MS Excel spreadsheet, edit checking, printing, preparing a TXT file for the FIRE website and our newly enhanced fulfillment service.

Watch the webinar from December 21, 2011 (1 hour 17 mins): Video | Slides

Having trouble understanding whether or not to adopt a 2011 Required Amendment for a Retirement/Welfare or 457(b) Plan? Let us help! Learn about:

1. What is included in the 2011 Required Amendments
2. When the amendment is NOT needed
3. The issues surrounding Code section 411(d)(6)
4. When a signature is necessary
5. Using ftwilliam.com to amend your plans individually or in batch

Watch the webinar from September 29, 2011: Video | PowerPoint slides
Audio:

• You can access your Encore replay by dialing 855-859-2056, 800-585-8367 or 404-537-3406.
• You will be asked to enter your conference ID number of 14400597.
• The replay is available until midnight of 9/29/2012.

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
Watch the webinar from July 14, 2011 (1 hour 24 mins): Video | Audio | Q&As
Watch the webinar from October 27, 2011: Video | Power Point | Q&As | Audio (Dial: 855-859-2056, Code: 15306021)

Last year was our smoothest filing season yet, despite the e-filing requirement. In the webinar, Holly covers:

• Free data conversion
• Streamlined data entry
• Customer support
• Edit checking and context sensitive help
• Attachments
• Upload and download capabilities
• 3 different methods of e-filing including our intuitive web-portal
• Workflow management
• And more!
  

In this webinar we covered features such as batch printing of amendments and annual notices, workflow grids for tracking 5500 statuses, our web-portal for e-filing and census collection and much more!

Webinar Audio/Visual Recording

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

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

On Tuesday September 28, 2010 Aimee Nash reviewed all of the changes required by the Patient Protection and Affordable Care Act and Health Care Act and Reconciliation Act (both referred to as 'PPACA') for the next several years. Software batch PPACA amendment features were also demonstrated.

Webinar Audio/Visual Recording
Click to download the power point

On Wednesday, September 22nd, we hosted a refresher course on the EFAST 2 Form 5500 software application. We covered the preparation software, the web-portal for e-filing and signing on behalf of your clients.

Webinar Audio/Visual Recording

On Tuesday September 8th we discussed what you should know about the amendment process and how ftwilliam.com will automate the generation of the amendment.

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On Tuesday, September 8th, Attorney Aimee Nash reviewed nondiscrimination rules in Cafeteria and HRA plans.

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On Friday, August 28th, Attorney Aimee Nash reviewed the basics of Wrap plan documents. She reviewed the advantages of using a and the basics of setting up a plan on the ftwilliam.com system.

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On Wednesday, July 15th, Attorney Aimee Nash discussed Health Reimbursement Arrangement (HRA) Plan design on ftwilliam.com's plan document software. She also discussed how COBRA, HIPPA and other requirements apply to HRA plans.

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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.

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Click to download the 409A power point.