Research
While your expertise is in addressing the complex problems and opportunities in retirement plan design and continuing administration for your clients, ours lies in quickly and accurately analyzing all the publications, statistics, government documents and other resources available on qualified retirement plans—and passing that information on to you.
In addition, our research experts field 50,000 questions annually, then select the most relevant and add those to our searchable database. Currently our FAQs database contains 5,000 answers. We refresh our database regularly so that only relevant FAQs are included and outdated ones are removed, saving you valuable research time.
FAQ - Quote Module
Form 6088 - My DB plan's accrued benefit is not pay related. What do I use for column e (p...
Free Email Newsletter
The CCH® NetNews™ Newsletter has long been the leading authority on legal and compliance information. Now you can get a weekly summary of court decisions, government news and much more delivered to your inbox.
ftwilliam.com suite of software tools now has portal capability - Announcing ftwPortal Pro
ftwPortal Pro features include:
- Batch post your Annual Notices and Amendments to the portal
- E-Sign Required Amendments
- Track the status of your notices and amendments in one place and then send automatic reminders
- Completely integrated with our Plan Document, 5500 and DC Administration Software
- Securely transfer documents, messages and other correspondence
Click here to learn more.
Pension and Benefits
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Testimonials
Swerdlin and Company
"We are so impressed by the services we receive from TAG. The rapid response time is unparalleled in our industry; we have confidence in the answers provided; and the web site is easy to navigate. It is a delight to work with them!"