Log In Box

FAQ - Quote Module

ADP safe harbor and shifting - Plan is a ADP SH only. The match still has to be ACP tested...

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.

Learn More | Sign Up

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.

Testimonials

Summit Benefit Group

"Thanks for your assistance. I am really grateful for TAG as a resource."