Frequently Asked Questions About Converting to ftwilliam.com

1. How do I transfer data from my current provider to your system?
2. I missed the January 31, 2006 deadline for pre-approved documents. What can I do to have my name appear on the documents generated on the ftwilliam.com web site?
3. What happens to my customer's documents that were generated on my prior document vendor's system?
   Will I need to restate them immediately or can I wait for the EGTRRA restatement period that will start in early 2008?
4. What is included in the annual subscription price?
   What fees do you charge for amendments, updates, software maintenance, keeping a list of our customers using your document, licensing fees etc.?
5. What kind of technical support will I receive and is there a fee?
6. Do all of your prototype and Volume submitter documents have IRS approval letters?
7. How do you handle amendments and other updates?
8. Is our information secure?
9. What other programs will I need to use your software?

Another way to download information is our unique 55Autofill* feature. 55Autofill will automatically download all of the available information from the most recently completed 5500 forms. All you need to do is enter the plan sponsor's taxpayer identification number and all of the 5500s and plan information for that plan sponsor are automatically imported for your use - even if you did not use our software in a previous year.

Even if you cannot extract any information out of your current system, we can still import any information you have in spreadsheet format.

Data conversion is free with ftwilliam.com. Please contact us for additional information about converting from your current provider at 800.596.0714.

I missed the January 31, 2006 deadline for pre-approved documents. What can I do to have my name appear on the documents generated on the ftwilliam.com web site? All of the volume submitter documents produced on the ftwilliam.com website may be branded with your company name. You have the option of having your name or our name appear on the documents.

What happens to my customer's documents that were generated on my prior document vendor's system? Will I need to restate them immediately or can I wait for the EGTRRA restatement period that will start in early 2008? We do not believe it is necessary to restate your documents. We recommend that you prepare a Form 8905 for all of your clients. This form is used to help ensure that a pre-approved plan (a prototype plan or a volume submitter plan) will be eligible for the six year amendment cycle for pre-approved plans and not the five year cycle that applies to all individually-designed plans.

What is included in the annual subscription price? What fees do you charge for amendments, updates, software maintenance, keeping a list of our customers using your document, licensing fees etc.? We do not charge our customers for any of the above. Because we are web-based, all updates and maintenance are done on our servers and by entering your documents on our system we automatically keep an updated list of your plans.

What kind of technical support will I receive and is there a fee? We believe that we provide outstanding customer support to all customers regardless of the product you use. Most customer requests are answered within a half hour of the initial contact. You may contact us by phone 800.596.0714 or via email at support@ftwilliam.com.

All customer support is free.

Do all of your prototype and Volume submitter documents have IRS approval letters? All of our prototype and Volume submitter documents have the necessary approval letters. You may view those by signing up for our free online demo. Our individually designed plans that do not qualify for a pre-approval letter (cash balance, ESOP, 403(b)) do not have approval letters.

How do you handle amendments and other updates? For our annual subscription customers, we provide a Batch Amendment Module. The Batch Amendment Module permits you to print amendments for all of your clients in a few easy steps. If you like, you may even have us e-mail the amendments directly to your clients.

You will be notified of all amendments and updates via email and through our 'Recent Technical Updates' link in your account. This is found on the 'Select Company' page (also the first page you see after logging into your account). For any new documents you produce, the amendment will be provided at the end of the document as an addendum.

Ftwilliam.com is always among the first vendors to update its software to provide fully automated amendments. Each amendment is customized based on your checklist answers.

Is our information secure? ftwilliam.com utilizes multiple redundant paths to the internet in order to ensure the availability of services. Your data is kept safe using the same encryption standards as is employed by banks, and we perform daily back-ups.

What other programs will I need to use your software?

• Microsoft Windows XP Professional or Vista, with the latest updates and service packs. (Preferred) - or - Microsoft Windows 2000, with the latest updates and service packs.
• Microsoft Internet Explorer 6 or 7, with all of the latest updates
• Adobe Acrobat 6.0, or later (Reader or Professional), with the latest updates and service packs. (8.0 Preferred)
• Microsoft Word with the latest updates and service packs.

* Patent Pending