The 457(b) document may be established as a governmental section 457(b) plan or as a plan sponsored by a tax exempt entity.

  The 409A document is a defined contribution plan that may be established as a excess benefit plan or for a select group of management or highly compensated employees.

  If you generate a large number of documents each year, you may choose an annual subscription to the Non-Qualified Plan Document Generation Package at a cost of $775 per year with no per document fee. We also offer per-plan pricing.

  There is no additional cost for generation of supporting materials (plan description and administrative forms).

  Integrated. All features were designed from the ground up to work in an integrated fashion using a consistent user interface. Our checklists are numbered in the same manner as our adoption agreements which eliminates any confusion as to how a checklist answer will be reflected in the adoption agreement.

  Easy to use forms and amendments. Most of the forms and amendments can easily be generated using either the Batch Print or Group Print features. The Batch Print feature 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. Group Print allows you to print all of the required forms for a plan in a single step. Batch and Group amendments and forms are instantly delivered to you as a Microsoft Word document.

  Streamlined data import and export. The exclusive ftwLink feature provides an XML based interface for interfacing with your plan information. Using ftwLink you can add and edit plan information, extract checklist answers, and generate plan documents using a single, easy to use XML interface. ftwLink allows you to seamlessly integrate your Admin system and ftwilliam.com.

  Free updates. All document updates and amendments are provided at no extra cost.

  Help. Nearly every checklist question provides instant context-sensitive help. This help feature provides instant access to relevant language in the adoption agreement and basic plan document. If you are still not comfortable with completing a checklist item, you may e-mail one of our experts and receive an answer either by phone, or where appropriate, via e-mail.

  Extensive on-line error correction. While we cannot guarantee that each combination of checklist responses will result in the plan that meets the qualification requirements of the Internal Revenue Code, our on-line error correction will identify all required responses and will highlight most conflicting responses.

  Streamlined data entry. When entering data, items for which no entry is required will appear shaded and will not allow data entry. For example, if a Rabbi trust will not be set up all checklist questions related to a Rabbi trust will be shaded. The information for a shaded item will be maintained on the system but not used to generate a checklist or document.

  Custom Language. Since the documents are delivered in rtf format, you may perform extensive customization of each document. Each checklist allows you to enter and retain on-line all custom language.

  Unlimited checklist templates. Using the "Clone Me" feature you may establish an unlimited number of custom default checklists. This feature copies all checklist answers from a default checklist to a new plan. There is no limit to the number of default checklists you may set up. For example, you could establish a default checklist for a 457(b) Plan for one market segment and a different checklist for a 457(b) Plan for another market segment.

  Easy access to plan information. You may download selected plan data in Excel-compatible format to use in a mail merge or in your recordkeeping system. Common data elements (e.g., plan name, company name, address, etc.) and five user-defined fields are available for download. The downloaded data may be used as a mail merge file for creating client mailings or may be used in spreadsheet format for helping you manage your practice.