ftwilliam.com Q3 2017 ftw eNewsletter The below issue includes our upcoming CE opportunities and event schedule, key enhancements made to our 403(b) documents and welfare documents software, upcoming innovative improvements to our Compliance software, and what one customer had to say about our 5500 software and outstanding product support. Webinars & Conferences 2017 Educational Webinar Schedule Stock up on your CE credits! ftwilliam.com offers complimentary webinars for ASPPA, NIPA, and ERPA credit. November 2: Safe Harbor and Annual Notice featuring Christine LeBlanc and Jane Nickalls from ftwilliam.com. Click here to register. December 7: DC Update with Sarah Simoneaux. Click here to register. Did you miss a webinar? Check out our webinars page for the free recordings of past webinars including: ERISA Updates with Brian Furgala EPCRS Case Studies with Susan Wright Ethics Case Studies with Sarah Simoneaux   View our full Schedule ftwilliam.com will be exhibiting at these upcoming conferences. Please stop by, say hello, and snag some swag! ASPPA Annual Conference Booth #106 – October 22-24, 2017 – National Harbor, Maryland TRI Pension Services 18th Annual ERISA Update Seminar – November 15-17, 2017 – Honolulu, Hawaii Customer Spotlight “White glove” product support makes for a seamless conversion Brian Garipay, Compliance Manager at Empower Retirement Empower Retirement, the second largest retirement company in the country1 with 8 million+ plan participants2, has been a ftwilliam.com 5500 software customer for several years now. Empower Retirement decided to make the switch to ftwilliam.com's 5500 software from a previous vendor and Brian Garipay, a Compliance Manager at Empower Retirement, was tapped as a team lead in the conversion to ftwilliam.com. Unique Criteria Not a Problem One of Brian’s main goals was to ensure the proper training for his department so that they could be up and running as quickly and as efficiently as possible. Brian immediately noticed when beginning to work with the ftwilliam.com support and technical staff how well they truly listened to his team’s specific needs and concerns, and then fully provided his team with everything required for a seamless conversion. “Starting from day one, we had some unique criteria for our specific workflow and there were multiple times when we needed meetings to discuss items, and Katie Dolney would immediately set up a meeting and get the right people in place for the call, including the technical team members. Katie is amazing.” Whether it’s tech support needed or how-to training, ftwilliam.com doesn’t rely solely on email or PDF instructions, but instead ftwilliam.com is always available for a call or hands-on live assistance. “The 5500 software itself is web based, very user-friendly, but it is the outstanding product support from ftwilliam.com that is greatly appreciated.” Read the full case study In the News Wolters Kluwer Legal & Regulatory Has the Most Successful Form 5500 Season, powered by ftwilliam.com Read the full press release Product Spotlight Key Enhancements & New Features – See for yourself! Our product, development and QA teams have been hard at work on: Our New 403(b) documents (launched in June) – We now offer five document types allowing you to target documents for different types of employers saving you time and increasing efficiencies. To view a recent overview of our new welfare documents CLICK HERE. Our New welfare documents (launched in August) - We made extensive enhancements and added new features to our Cafeteria and POP Plan Documents, including a new IDP version of the Cafeteria Plan! To view a recent overview of our new welfare documents, CLICK HERE. Upcoming Compliance enhancements – our NEW custom report writer, payroll data accumulator, and distribution processing features are scheduled to go live on 1/2/2018! If you would like to see a demo or have any questions regarding our latest and upcoming enhancements, please email us at sales@ftwilliam.com to schedule! Contact Us As always, we welcome your feedback! The best way to ensure our software can help improve your business workflow and profitability is by hearing your direct feedback. If you have any questions regarding our products, new enhancement ideas, or other comments and suggestions, please email support@ftwilliam.com or call us directly at 1-800-596-0714.