The portal is currently available to ftwilliam.com customers for Form 5500 e-signing and filing as well as administration software users to securely transmit census data between the third-party administrator (TPA) and their clients. The firm has taken the portal a step further to provide functionality that will streamline and expedite the entire plan administration process.
Beginning this summer, the new, integrated Web portal will be available to ftwilliam.com customers. Functionality includes the ability to make annual notices, amendments and documents available to clients through the portal; the ability for ftwilliam.com customers and their clients to upload and download important data for viewing; and the ability to e-sign plan documents and required amendments.
The functionality will be divided into two packages: a PortalLite package and a FullPortal package. Further details on features for each package will be released at a later date.The Form 5500 e-filing option will continue to be provided free of charge to ftwilliam.com 5500 software subscribers.