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  • Retirement Plans
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Found 4 results

  1. Hello! Looking for some help. i have an plan on an FTW document. the eligibility is 7g. completion of 3 consecutive months of service (not to exceed 12; hours of service failsafe applies) Entry dates are 1/1 & 7/1 I have an employee hired 4/3/2023. Would they enter the plan 7/1/2023 or 1/1/2024? I am thinking that if they they worked at least 1 hour in April, May and June, they would enter 7/1/2023. Appreciate your thoughts.
  2. Hoping to be able to import this existing document from Sungard into FT William. Any ideas are appreciated!
  3. Group: I'm a new user to ftwilliam software. Even though I've drafted and worked with a number of S ESOP plan documents over the years. Ftwilliam seems to be one of a few firms in 2021 with an IRS Pre approval letter they received for their ESOP Plan document which was dated June 2020 from IRS. (ftwilliam didn't release the letter to users until Mar 2021) Even with the pre approval letter are you (as ESOP practitioners) still filing an application for determination of initial qualification (form 5300? 5307?)? Thoughts and comments appreciated.
  4. We are considering switching from Relius to ftwilliam for plan administration. Does anyone have any information on how the two products compare? Thanks!
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