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The below issue covers our upcoming CE opportunities, including our annual One-day Regional Conferences, a sneak peek view of our new Distribution Tracking System, why one customer wishes she had transitioned to ftwilliam.com sooner, and expert 5500 tips and tricks as you head into the 5500 season.
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Registration Now Open!
ftwilliam.com One-day Regional Conferences
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August 2nd in Costa Mesa, California
September 6th in Washington, D.C.
These one-day “boot-camps” provide a mix of industry topics and ftwilliam.com product training/updates. Plus, you can receive up to 8 CE hours (ASPPA/NIPA), including ERPA credits and 2 hours of Ethics credits! For more information, please visit our registration site.
- ERISA
- Compliance Testing & Reporting
- Distributions
- Ethics
- And more!
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2018 Educational Webinar Schedule
Stock up on your CE credits!
ftwilliam.com offers complimentary webinars for ASPPA, NIPA, and ERPA credit.
- August 9th: Technical Answer Group – Review of FAQs with Susan Wright
Click here to register.
For the full list of upcoming webinars visit our webinars page on ftwilliam.com
Did you miss a webinar?
Check out our webinars page for the free recordings of past webinars.
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Make the switch to ftwilliam.com – “I wish I had done it sooner!”
Beverly Hudson, Vice President of David G. Leonard and Associates, Inc.
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Beverly Hudson has over 35 years of experience in the pension industry with a concentrated focus on third party administration services for defined contribution plans.
Beverly had been loyally using her previous software vendor for 25 years and was used to its logic. She first heard about ftwilliam.com’s software during an industry conference, but was nervous about trying something new because, “What if?”. However, after speaking with her ftwilliam.com Sales Representative, she decided to test ftwilliam.com out by starting with the 5500 forms software.
“I tried out the 5500 software and I thought ‘Oh my god. This is wow!’. Even Dave said, ‘Thank you for switching us over. This is really nice.’ Honestly, I just wish I had done it sooner.”
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New & Launching SOON! Distribution Tracking Software
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We are excited to announce the upcoming launch of our new state of the art Distribution Tracking Software. Our new integrated module will automate all tasks associated with processing and tracking distributions immediately saving you time and increasing your efficiency and accuracy.
To learn more, SIGN UP for our sneak peek webinar demo of this new module.
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Featured Form 5500 Tips & Tricks |
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As you gear up for 5500 season, our experts at ftwilliam.com pulled together a one-page guide featuring some helpful tips and tricks. Included are several items to make note of on the 2017 forms, as well as some ftwilliam.com 5500 software tricks to help streamline your workflow further.
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As always, we welcome your feedback!
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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.
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