Braggin About FT William Software

[austin3515]

We had to go back and amend a 2015 filing for a Plan.  FT automatically:

1) Converted the filing to the 2019 form (per the DOL's requirements).

2) Converted the 2015 Schedule R to a pdf and added it as an attachment (again the per DOL's requirements).

Myself and another consultant were absolutely in shock that they did that.  We thought we were going to spend an hour rekeying everyhing.

I'm telling you, FT William is one of my favorite companies to work with.  OK maybe other vendors software would do the same thing, I don't know. If they do, then kudos to them as well.

[A Shot in the Dark]

Like you Austin, our office has been and is extremely pleased with FT William Software.  I think they are terrific.

[NJ Mike]

We have been using FT Williams for years for documents and Form 5500s.

We are very happy both with their products and their service.

Mike

[Spencer]

We have used FTW for documents, administration/compliance and 5500's for several years now and we have been very pleased too. 

[Patricia Neal Jensen]

I work in 403(b) almost exclusively and really appreciate them.  I have never worked with Service Support as fast or as good as theirs.  I don't remember the document issue but time was of the essence and I was discussing this with a colleague at QBI who uses another vendor for 401(k) documents.  I told her I would ask FTW and get back to her that afternoon.  She said something to the effect of "You won't hear back by then!"    I replied that I would and did!

[RatherBeGolfing]

On 8/12/2020 at 11:31 AM, austin3515 said:

FT William is one of my favorite companies to work with. 

Agree 100%!  Their service rocks!