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Sponsor Message
Ei Dynamics Sky



Date Posted: 5/19/2008

Ftwilliam.com Announces the Release of their EGTRRA Plan Document Software.

 
 
Milwaukee, WI May 15, 2008 – ftwilliam.com, a leading provider of high quality plan documents and government forms software announced today the release of their defined contribution EGTRRA prototype plan documents (including the Volume Submitter 401(k) plan in prototype format). Defined contribution Volume Submitter EGTRRA documents in the individually designed format are scheduled to be released in July of 2008.

ftwilliam.com has made several improvements to its software for EGTRRA. The Company now offers new document options that include cross testing with one participant per group, 'new' bottom up QNECs, enhanced vesting options for safe harbor plans, finer control over document options and many more options. The company has also added more fill-in-the-blank, catch-all questions wherever possible and one basic plan document for all prototype-style plans.

Several new forms have also been added to the software including a new 'Annual Notice' form which provides for Traditional Safe Harbor Notices (including contingent notices), Traditional Automatic Enrollment Notices, Qualified Automatic Contribution Arrangements (QACA), Automatic Contribution Arrangements (EACA) and Qualified Default Investment Alternatives (QDIA) all in one notice. In addition, all of the defined contribution plan forms and summary plan description have been updated for PPA. An EACA Refund Request, Safe Harbor Follow-up Notice with a consent resolution and Roth Certification forms has also been added.

To make the restatement process easier, the Company enhanced its Group Printing feature and provides a batch print option for EGTRRA restatements and the new annual notices. The Company's software gives customers the ability to select specific forms to generate at once in a single MS Word file, called Group Printing. The Group Print feature has been added to the documents so that customers may generate one MS Word file with their document, SPD, consent and other desired documents. ftwilliam.com also currently offers a batch amendment feature. This same feature has been added for EGTRRA plan restatements and the annual notice described above. Their customers may now batch generate all of their EGTRRA restatements and corresponding forms and documents in one single file or generate a zip folder with each client in a single file. The Batch feature provides for batch printing of cover letters and changes to the documents. The Batch Printing features are available to the company's clients who subscribe to the Retirement Annual Subscription.

The company has already started offering EGTRRA restatement webinars free of charge to anyone interested in learning more about EGTRRA restatements and software improvements. ftwilliam.com will offer two webinars per month depending on demand. Tim McCutcheon, President and one of the Company's ERISA attorneys, will be hosting all webinars and addressing questions.

About ftwilliam.com

ftwilliam.com’s software offers the employee benefits professional instant access to the highest quality plan document (retirement, welfare and non-qualified) and government forms software (5500/PBGC, 1099 and IRS). The Company offers all the popular prototype, volume submitter and individually designed plans, including cash balance and 403(b) plans. All plan documents are delivered instantly to the desktop in word processing format and the 5500/PBGC Forms are delivered in Adobe PDF format.


 
 


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Sponsor Message
Ei Dynamics Sky


 

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