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        Upcoming Webinars


2017 Webinars Date Duration Overview Register/Materials CE Credit Speakers
ERISA's Latest Developments July 25, 2017 1:00 CT 00:50:00 Join industry expert, Brian Furgala, for an ERISA Update and find out what the Government is doing in 2017. This session will focus on what has occurred in 2017 and what might be expected the rest of the year. The session will explore the key new regulations, IRS/DOL/PBGC guidance and court rulings from the last 12 months with emphasis on how these current developments affect plan design, plan administration, or enforcement issues. He’ll also update us on the state of pension legislation pending in Congress. Click here to register ASPPA & NIPA, ERPA Brian Furgala, Employee Benefits Attorney with GrayRobinson
EPCRS Case Studies August 3, 2017 1:00 CT 00:50:00 Correcting plan failures is essential to maintaining the qualified status of a retirement plan. The Employee Plans Compliance Resolution System (EPCRS) provides plan sponsors the guidance on how to correct those failures through there different correction programs. In this webinar we will review the different EPCRS programs and walk through real world correction situations. Click here to register ASPPA & NIPA, ERPA Susan Wright - Technical Answer Group (TAG)
Ethics Case Studies for Employee Benefits Practitioners September 00:50:00 This session will illustrate ethical principles through real world case studies, including building an ethical organization and how ethics impact retirement services firms and their employees. Registration link not available. Sign up here to be notified when time and date are confirmed. ASPPA & NIPA, ERPA (Ethics CPE) Sarah Simoneaux
Safe Harbor and Annual Notice Refresher October or November 01:40:00 Designing a retirement plan as a ‘safe harbor plan’ offers invaluable benefits to plan sponsors who are seeking a simpler way to satisfy their plans' nondiscrimination requirements. This webinar will review safe harbor plan rules, as well as discussing the various ways safe harbor plans can be set up on ftwilliam.com's plan documents. The webinar is designed to be eligible for CE Credit. Registration link not available. Sign up here to be notified when time and date are confirmed. ASPPA & NIPA, ERPA The ftwilliam.com team
DC Update November 00:50:00 Get the latest updates from the annual ASPPA conference and from DC in Congress and in the DOL, IRS and SEC. Registration link not available. Sign up here to be notified when time and date are confirmed. ASPPA & NIPA, ERPA Sarah Simoneaux
End of Year Document Tips and Traps December 00:50:00 It is always a race at the end of the year to get those last minute plans in place yet there are still always a few minutes to review your document to make sure it correct before it goes to your client for signature. Join us to learn what pitfalls to watch for when drafting new plans at the end of the year and some helpful hints on how to effectively draft certain document situations to avoid multiple amendments. Registration link not available. Sign up here to be notified when time and date are confirmed. ASPPA & NIPA, ERPA The ftwilliam.com team

 

        Past Webinars

  • Form 5500: Everything You Need to Know But Were Afraid to Ask

    Learn about the 2016 Form 5500 changes including new questions, IRS compliance questions and administrative penalty updates. We will also provide an overview of selected changes contained in the proposed Form 5500 to be effective for 2019 plan years, including its impact on plan sponsors and service providers, how to prepare for this major expansion of reporting requirements, along with public disclosure concerns. Additional topics will include, Form 5500 common errors, issues to be aware of when requesting a filing extension, and the DFVC Program.

    Recording Date: June 1, 2017 12:00 PM Central
    Duration: 50 minutes

    Materials:

  • The Latest on Recruiting and Retaining Millennials in Retirement Services

    Millennials are "lazy, entitled and constantly want to know ‘why’," or "I train them and then they leave". These are comments we have heard as millennials enter the retirement services profession. Find out the latest on how to recruit, retain – and yes, reward - the largest generational cohort in the country today.

    Recording date: Thursday, 04/06/2017 1:00 AM Central
    Duration: 54 minutes

  • Multiple Employer Plans

    Learn about the basics of multiple employer plans:
    - Open vs closed MEPs
    - Pros and cons of MEPs
    - State-based MEPs
    - MEP legislation
    - MEP administration and technology

    Recording date: Friday, 03/03/2017 12:36 pm Central
    Duration: 1 hour 19 minutes

    Materials:

  • What You Need to Know About Your Welfare Benefit Plan Documents

    On this webinar, Stacey Austin & Jen Kobayashi, partners at Wang Kobayashi Austin, LLC, will discuss the types of plan documents governing welfare benefit plans, including wrap plan documents, cafeteria plans, and summary plan descriptions. In addition, they will provide an overview of some of the key requirements to be aware of when putting together plan documents and summary plan descriptions.

    Recording date: Tuesday, 02/28/2017 12:35 pm Central
    Duration: 1 hour 27 minutes

    Materials:

  • Profiting from Politics and Policies

    Learn about the politics and policies affecting retirement plans:
    - Impact of recent elections on retirement landscape
    - Impact of tax reform on qualified plans
    - IRS and DOL regulation priorities and the impact on small to mid-size plans
    - How your practice can profit from coming changes

    Recording date: Thursday, 02/09/2017 11:00 AM Central
    Duration: 50 minutes

  • Compliance Testing Season Refresher Webinar

    We are offering our annual refresher webinar on the compliance software to help you through testing season. This 100 minute webinar is designed for current Compliance Module customers, and will provide an overview of setting up a plan and running an allocation & testing; we'll also offer some troubleshooting on common issues encountered during testing. In addition we’ll look at options on the transaction side of the software.

    Recording date: Thursday, 02/02/2017 12:00 PM Central
    Duration: 1 hour 40 minutes

    Materials:

  • Overview of Reporting Requirements under ACA

    The webinar will provide a high level review of the reporting requirements under ACA, including filing deadlines in 2017 and a summary of the forms. It will also cover applicable large employers and other information you must be aware of as you prepare 2016 filings.

    Recording date: Tuesday, 11/15/2016 1:00 PM Central
    Duration: 1 hour 34 minutes

  • Safe Harbor and Annual Notice Refresher

    Designing a retirement plan as a ‘safe harbor plan’ offers invaluable benefits to plan sponsors who are seeking a simpler way to satisfy their plans' nondiscrimination requirements. This webinar will review safe harbor plan rules, as well as discussing the various ways safe harbor plans can be set up on ftwilliam.com's plan documents.

    Recording date: Wed. 11/02/2016 12:00 PM Central
    Duration: 1 hour 40 minutes

  • ftwilliam.com Compliance Software: Enhancements

    Watch as we demonstrate the new features and functionality in our Compliance software. This webinar is designed for both new and experienced users, as well as those not yet using the software but interested in seeing its capabilities.

    Recording date: Tues. 09/13/2016 12:00 PM Central
    Duration: 69 minutes

  • ftwilliam.com ACA (1094/1095) Forms Module Demonstration

    Join us for a demonstration of our ACA Forms (1094/1095) module. In this webinar, we will provide you with an overview of the software, including uploading data and data entry in the forms. Learn how this new ftwilliam.com module can help you satisfy the ACA reporting requirements!

    Recording date: Wed. 08/31/2016 1:00 PM Central
    Duration: 62 minutes

  • ftwilliam.com Compliance Software Webinar

    Join us for a ftwilliam.com Compliance module webinar where we will highlight new reporting features and showcase integration of the software with other ftwilliam.com modules and PensionPro!

    Recording date: Wed. 08/24/2016 12:00 PM Central
    Duration: 78 minutes

  • ftwilliam.com PensionPro Integration

    Our integration with PensionPro is live as of 07/01/2016!

    Recording date: Fri. 07/01/2016
    Duration: 25 minutes

  • Bridging the Generation Gap in Retirement Services

    Millennials are “lazy, entitled and constantly want to know ‘why’.” Baby Boomers and Gen X’ers are “inflexible micromanagers paying us to be here instead of caring about getting the work done.” These are some of the comments we have heard as millennials enter the retirement services profession and Gen X’ers move into management roles alongside Baby Boomers. During this webinar, learn practical tips and ideas on how to bridge the generation gap in retirement services firms.

    Recording date: Wed. 06/29/2016 1:00 PM Central
    Duration: 67 minutes

  • ftwilliam.com Form 5500 Module: Features and Benefits

    If you're not already using ftwilliam.com for Form 5500 preparation, you'll want to watch this webinar! In this webinar, we cover everything from conversion to e-filing.

    Recording date: Wed. 05/28/2016 11:00 AM Central
    Duration: 71 minutes

  • ftwilliam.com 1099 Software Tutorial

    It's that time again! If you haven't logged into the 1099 Software all year or you're looking for a new solution, you won't want to miss this webinar. This session will cover preparation (manual or via upload), printing, e-filing and our fulfillment service where we do the printing and mailing on your behalf.

    Recording date: Wednesday, December 9, 2015
    Duration: 51 minutes

  • Overview of Reporting Requirements under ACA

    In this webinar, we will provide an overview of the Affordable Care Act’s employer reporting and related requirements. The webinar will provide a review of the reporting requirements under ACA, including filing deadlines and a summary of the forms. It will also cover applicable large employers and other information you must be aware of as you prepare 2015 filings.

    This webinar is provided to you free of charge.

    Recording date: Thursday, November 19, 2015
    Duration: 1 hour 6 minutes

    Materials:

  • ftwilliam.com Safe Harbor Basics

    Designing a retirement plan as a ‘safe harbor plan’ offers invaluable benefits to plan sponsors who are seeking a simpler way to satisfy their plans' nondiscrimination requirements. This webinar will review safe harbor plan rules, as well as discussing the various ways safe harbor plans can be set up on ftwilliam.com's plan documents. The webinar is designed to be eligible for CE Credit.

    This webinar is provided to you free of charge.

    Recording date: Wednesday, October 28, 2015
    Duration: 1 hour

    Materials:


  • ftwilliam.com IRS Forms 1094/1095 Software Demonstration

    Join us for a demonstration of our new IRS Forms 1094/1095 module. In this webinar, we will provide you with an overview of the software, including uploading data and data entry in the forms. Learn how this new ftwilliam.com module can help you satisfy the ACA reporting requirements!

    This webinar is provided to you free of charge.

  • Recording date: Tuesday, September 29, 2015
    Duration: 44 minutes

    Materials:

  • ftwilliam.com Form 5500 Software Tutorial

    In this webinar, we cover everything from conversion to e-filing. If you are using our software, this webinar is a great refresher and update on what's new. If you're not already using ftwilliam.com for Form 5500 preparation, this webinar will provide you with a good overview of our software.

    This webinar is provided to you free of charge.

  • Recording date: Thursday, May 28, 2015
    Duration: 1 Hour

    Materials:

  • ftwilliam.com E-filing Capabilities for Form 8955-SSA

    This webinar covers:

    - How to use ftwilliam.com’s software to electronically file Form 8955-SSA yourself to the IRS FIRE site.
    - How to use ftwilliam.com’s software to have us electronically file Form 8955-SSA on your behalf to the IRS FIRE site.
    - How you may set up your clients as Portal Users to electronically file Form 8955-SSA from ftwilliam.com’s secure web portal.

    This webinar is provided to you free of charge.

  • Recording date: Thursday, May 7, 2015
    Duration: 1 Hour

    Materials:

  • ftwilliam.com 1099 Software Tutorial

    It's that time again! If you haven't logged into the 1099 Software all year or you're looking for a new solution, you won't want to miss this webinar. This session will cover preparation (manual or via upload), printing, e-filing and our fulfillment service where we do the printing and mailing on your behalf.

    This webinar is provided to you free of charge.

  • Recording date: Tuesday, December 9, 2014
    Duration: 1 Hour

    Materials:

  • ftwilliam.com Form 5500 Software Refresher Course

    This webinar is provided to you free of charge.

  • Recorded on Tuesday, May 20, 2014 1 p.m.
    Duration: 50 minutes



  • ftwilliam.com PPA Preparation Session 1: An Overview of the New Provisions and the New User Interface

    ftwilliam.com PPA Preparation Course 1 will include an overview of the new provisions in the PPA Plan Document, a walk-thru of our newly enhanced user interface, setting up defaults in ftwilliam.com and conversion guidance for new customers.

    This webinar is designed to be eligible for 1 ASPPA/NIPA, JBEA or ERPA credit

    This webinar is provided to you free of charge.

  • Recorded on Monday, May 12, 2014 1 p.m.
    1 hour 36 mininutes



  • ftwilliam.com PPA Preparation Course 2: Contributions

    The contributions session in our PPA Preparation Course Series will include an overview of setting up your plan compensation, eligibility and vesting for various contributions in ftwilliam.com.

    This webinar is designed to be eligible for 2 ASPPA/NIPA, JBEA or ERPA credit

    This webinar is provided to you free of charge.

  • Recorded on Wednesday, May 14, 2014 1:00 p.m.
    1 hour 41 minutes



  • ftwilliam.com 1099 Software Tutorial

    It's that time again! If you haven't logged into the 1099 Software all year or you're looking for a new solution, you won't want to miss this webinar.

    This session will cover preparation (manual or via upload), printing, e-filing and our fulfillment service where we do the printing and mailing on your behalf.

  • This webinar is provided to you free of charge.

  • Recording Date: Thursday, December 12, 2013 11:00 am
    Duration: 32 minutes

    Materials:

  •  

  • Welfare Wraps - Why and How to Wrap ERISA Welfare Plans

    Wrap Plan Documents are becoming more popular than ever. With this trend comes lots of questions about why and how to Wrap ERISA Welfare Plans. Join our industry expert, Aimee Nash and learn everything you need to know about Wrap Plan Documents.

    • Review of the Basics of Wrap plan documents and SPDs
    • Using a Wrap Plan to help coordinate the numerous health care plan disclosures
    • Discussion of whether Wrap plans are newly relevant with Health Care Reform changes
  • Recording date: Thursday, December 5, 2013 1:00 pm
    Duration: 1 Hour

    Materials:

  •  

  • ftwilliam.com PPA Document Overview and What to Expect for Restatements

    In this webinar, Aimee Nash and Tim McCutcheon will take you through a full overview of the details and features of the ftwilliam.com PPA Document. They will also cover the new features and options in the draft document submitted to the IRS and what to expect during restatement time.

    At the end of the webinar, we will give you a tour of our new and improved user interface, our new batch PPA restatement and batch annual notice tools as well as our enhanced help options and edit checking. We will also briefly discuss portal delivery and e-signatures.

  • This webinar is provided to you free of charge.
    No CE credits offered for the webinar's recording.

    Materials:

  •  

  • Join us for an update on Health Care Reform with ERISA attorney, Aimee Nash.

    Learn about the current state of health care reform guidance for HRAs and Cafeteria plans. We will cover upcoming rules and how to prepare for them: 90 day waiting periods, spending down stand-alone HRAs, cafeteria plans and the government exchanges, and more.

    We will also briefly discuss whether wraps are newly relevant with health care reform changes.

  • Recorded on Thursday October 24th
    Duration is 1 hour, 19 minutes

    Materials:

  •  

  • ftwProposal Pro - The new ftwilliam.com Proposal Software

    Join us for a quick introduction of ftwProposal Pro on September 18th. Jane Nickalls will cover all of the features of ftwProposal Pro including:

    • Full Integration with our Compliance Software
    • Use our proposal system for prospective clients and existing customers
    • Compares various combinations of employer contributions to maximize benefits to certain participants
    • Allows addition of client’s tax bracket to show realistic cost/benefit of plan
    • Intuitive and easy to use
    • Calculates complex allocations and performs compliance tests with a click of a single button
    • Creates three separate proposals simultaneously with pie charts/graphs
    • Customizes your proposals (logo, font type, cover page and more)
    • Autosolve Feature for General Test (Premium Package Only)

  • This webinar is provided to you free of charge.


  • Learn About the ftwilliam.com Form 5500 Preparation & Efiling Software

    If you're not already using ftwilliam.com for Form 5500 preparation, you'll want to watch this webinar! In this webinar, we cover everything from conversion to e-filing. If you are using our software, this webinar is a great refresher and update on what's new.

    Watch the webinar from April 24th , 2013: Video

  • Materials:


  • Learn About Top Heavy Plans with ftwilliam.com Industry Experts

    This 1.5 hour webinar recorded on January 29th 2013, covered top heavy plan fundamentals, identifying your plan’s key employees, and other related issues.

    Watch the webinar from December 29th, 2012: Video

  • Materials:

     

  • Safe Harbor Plans on ftwilliam.com

    Designing a retirement plan as a "safe harbor plan" offers invaluable benefits to plan sponsors who are seeking a simple way to satisfy their plans' nondiscrimination requirements. This webinar will review safe harbor plan rules, as well as a discussion on designing safe harbor plans on ftwilliam.com's plan documents. This webinar is designed to be eligible for CE Credit.

    Materials:


  • How to Prepare Form 8955-SSA on ftwilliam.com

    Form 8955-SSA is here! Learn how to prepare the forms using our website and learn all about our fulfillment where we take care of the e-filing for you.

    Watch the webinar from September 8, 2011 (1 hour 10 mins): Video



  • ftwilliam.com's Plan Document Software FAQs

    On Wednesday, November 17, 2010 ftwilliam.com hosted a webinar to address a number of frequently asked questions regarding ftwilliam.com's documents. Including: compensation, amendments/restatements, new disaggregation testing options, etc.

    Webinar Audio/Visual Recording
    Click to view the webinar materials

  • ftwilliam.com's Plan Document Software

    On Tuesday, November 2, 2010 ftwilliam.com hosted a webinar to give a basic introduction/review of ftwilliam.com's plan document software. We began with a very general software demonstration and also explored features current users may not have used including cloning, default plans, our automated amendment module, batch annual notices, report exporting and more. We also discussed some upcoming features we expect to release in the next year.

    Webinar Audio/Visual Recording
    Click to view the webinar materials

  • 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


  • 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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