AllThingsForGood Posted 21 hours ago Posted 21 hours ago I am considering changing software systems (small DC plans, less than 100 1099-Rs per yr) -- going to FT William from Datair. I also have lost my Distributions clerk, so I'm not totally familiar with the IRIS system of filing 1099-Rs yet, but had to go it alone this past January. Forgive me if my question isn't even relevant. For FT William users does the FT William software integrate somehow with the IRIS system? I might not opt for their "add on" module of 1099-R prep if I have to manually use the IRIS system anyway. Thanks!
Bill Presson Posted 16 hours ago Posted 16 hours ago Just use Penchecks Trust for all the distributions and you don’t have to worry about it. William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
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