-
How to Prepare 1099s on ftwilliam.com
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
-
PPA Webinar - December 14th
This webinar will discuss the document types that will be offered for the PPA cycle, expected time-frames, software updates, and more. Includes a discussion of whether you should apply to get a letter in your own name.
Click here to view the recording.
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. Watch the webinar from Tuesday, November 29th at 1:00pm CDT for a review of the safe harbor plan rules, as well as a discussion on designing safe harbor plans on ftwilliam.com's plan documents.
This One-Hour Webinar Will Cover:
- Safe harbor basics for Defined Contribution plans
- Safe harbor plan design issues
- Using ftwilliam.com's plan documents for your safe harbor plans
Recording available soon.
-
See ftwPortal Pro in Action
Learn all about the functionality in ftwPortal Pro. Batch processing of amendments and notices, e-signing and reminders are just a few of the features you'll see in action.
Watch the webinar from November 10, 2011 (1 hour 19 mins):
Video
- 2011 Required Amendment for a Retirement/Welfare or 457(b) Plan
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:
- What is included in the 2011 Required Amendments
- When the amendment is NOT needed
- The issues surrounding Code section 411(d)(6)
- When a signature is necessary
- 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.
-
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
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)
-
See ftwilliam.com’s Form 5500
Software in Action
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!
Watch the Webinar from May 18, 2011.
-
ftwilliam.com Automation and Productivity Tools
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
-
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
-
Learn about ftwilliam.com's 1099 Software
We hosted a series of webinars regarding our 1099R preparation
software. We demonstrated how you can simplify your data entry, form
creation, and form distribution with one easy-to-use module, designed
from the ground up to work seamlessly with your day-to-day processes.
Webinar Audio/Visual Recording
-
Health Care Reform Amendments for Cafeteria, HRA and Wrap Plans
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
-
5500 Software Review and Update
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
-
What you should know about PPA
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.
Materials:
Click to Download the Webinar Materials
-
Nondiscrimination in HRA and Cafeteria plans
On Tuesday, September 8th, Attorney Aimee Nash reviewed nondiscrimination rules in Cafeteria and HRA plans.
Materials:
Click to Download the Webinar Materials
Click to download the Q & A
-
Wrap Documents - when and how to use a Wrap document
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.
Materials:
Click to Download the Webinar Materials
Entire Webinar Audio Recording
-
HRA Plan Design on ftwilliam.com
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.
Materials:
Click to Download the HRA Webinar materials
Entire Webinar Audio Recording
-
Improving 401(k) Plan Document Generation Efficiencies
On Thursday, May 21st ftwilliam.com provided a 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) enrollment kit generation process.
-
Learn what you need to know about EGTRRA Restatements!
On Monday, April 13th , Tim McCutcheon, President and CEO of
ftwilliam.com reviewed converting your plans from GUST to EGTRRA, new
plan features as well as the differences between Prototype and Volume
Submitter plans in the ftwilliam.com plan document software. He also
covered the PPA amendments that will be required by 12/31/2009.
Materials:
Click to Download the EGTRRA Restatement 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.
Materials:
Click to download the 403b power point
Click to download the Q & A
Entire Webinar AudioRecording
-
Learn how to use ftwilliam.com's 1099 Software - Free
On Wednesday, January 28th, Holly Roussel-Godfrey hosted a webinar on
how to use the ftwilliam.com Form 1099 Software. She discussed how to
upload your payers and payees, printing, downloading the file to upload
on the IRS FIRE website, edit checking and more.
-
Learn how to use ftwilliam.com's plan document software
On Thursday, December 4th, we hosted a webinar on how to use the
ftwilliam.com plan document software, discussing new product features
such as batch amendment, batch annual notice and more. In addition we
reviewed cloning plans, setting up defaults, edit checking, printing
and other useful product features.
Materials:
Click to download our New User's Guide.
- Learn how to use the ftwilliam.com 409A Plan Document Software
On July 30th, 2008, Attorney Aimee Nash reviewed the basic 409A requirements and introduced the ftwilliam.com 409A software.
Materials:
Click to download the 409A power point.
