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5500 Software Review and Update
ftwilliam.com hosted a series of webinars regarding EFAST 2. We reviewed the preparation and e-filing software and introduced you
to some of our new features that have been added over the last couple of months.
Audio Recording
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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
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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
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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
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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
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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.
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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
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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
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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.
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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.
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