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ftwilliam.com
Overview

Summary of what we offer:

   ftwilliam.com offers a completely integrated, web-based solution offering the following packages for the ERISA professional:

Plan Document Generation Package
IRS/PBGC Forms Package
5500 Forms Package

  All of our products are delivered instantly by our web servers to your desktop in either MS Word rich text format (rtf) or in Adobe PDF format. We host all of the software on our servers so you are relieved of all the headaches of software ownership.

  Our state-of-the-art web server technology allows us to offer the highest-quality documents at unbeatable prices.

  Prices include access for five concurrent users.

  Absolutely no start-up fees, annual software maintenance or other hidden charges.

No Headaches

The web site is constantly updated and improved. But because all of our software is offered on our state-of-the-art web servers, there is no software to download or install. This relieves you of the hassle of troubleshooting network problems, software updates and the other daily headaches of software ownership. This gives you the time to do what you do best - acquire new clients and give your current clients the service they expect.

Plan Document Generation Package

  ftwilliam.com offers all of the popular prototype and volume submitter documents. The cost to generate each prototype adoption agreement is $305.00 and each volume submitter document is $340.00 (The "per document" option is not available for the IRS/PBGC, 5500 Forms or 5500 LITE package).

  If you generate a large number of documents each year, you may also choose an annual subscription to the Plan Document Generation Package at a cost of $3,220 per year with no per document fee.

  There is no additional cost for generation of supporting materials (summary plan description, IRS submission package (including forms 5307, 2848 and 8717) and administrative forms).

  Our checklists and documents are regarded by current users as very readable and logically organized. In addition, all checklists are reviewable on-line by anyone with a password. All of this makes responding to client questions fast and efficient.

IRS/PBGC Forms Package

  Complete set of IRS (Approximately 40 total forms, including the 5300 series) PBGC Forms (500 and 600 series forms) delivered instantly on-line in PDF format.

  The cost of the entire IRS/PBGC Government Forms Package is $575.00 per year.

5500 Forms Package

  Forms 5500, 5500EZ and all schedules delivered instantly on-line in PDF Format, complete with all required bar codes.

  The 5500 Forms Package is offered at a cost of $645.00 per year (currently 2013) for up to 250 plans. Additional pricing information is available here.



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