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WOLTERS KLUWER NAVIGATION

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Wolters Kluwer

Wolters Kluwer is a global leader in information, software solutions and
services for professionals in healthcare; tax and accounting; financial and
corporate compliance; legal and regulatory; corporate performance and ESG.



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PRIMARY NAVIGATION

 * Health
   
   HEALTH
   
   Trusted clinical technology and evidence-based solutions that drive effective
   decision-making and outcomes across healthcare. Specialized in clinical
   effectiveness, learning, research and safety.
   
   Health Overview
   
   SOLUTIONS
   
    * UpToDateIndustry-leading clinical decision support
    * OvidThe world’s most trusted medical research platform
    * UpToDate LexidrugEvidence-based drug referential solutions
    * Simplifi+ Pharmacy ComplianceAn automated suite of compliance solutions to
      optimize your operations
   
   View All Solutions
   
   CHALLENGES
   
    * Optimizing Clinical Workflows
    * Improving Patient Safety
    * Leveraging Clinical Decision Support
    * Reducing Clinical Variation
   
   View All Challenges
   
   EXPERT INSIGHTS
   
    * Bridging the gap: Enhancing payer-provider collaboration to combat
      cardiovascular disease
    * How healthcare leaders can turn the burnout problem into an opportunity
    * Virtual nursing: An innovative nursing care model
    * Smart strategies to help you close the deal during the physician shortage
   
   View All Expert Insights
 * Tax & Accounting
   
   TAX & ACCOUNTING
   
   Enabling tax and accounting professionals and businesses of all sizes drive
   productivity, navigate change, and deliver better outcomes. With workflows
   optimized by technology and guided by deep domain expertise, we help
   organizations grow, manage, and protect their businesses and their client’s
   businesses.
   
   Tax & Accounting Overview
   
   SOLUTIONS
   
    * Tax & Accounting U.S. HubCentral hub for all U.S. solutions
    * CCH Axcess™ SuiteCloud-based tax preparation and compliance, workflow
      management and audit solution
    * CCH® ProSystem fx®Integrated tax, accounting and audit, and workflow
      software tools
    * TaxWise®Tax Preparation Software for Tax Preparers
   
   View All Solutions
   
   TRENDING TOPICS
   
    * 2024 Accounting Industry Survey Report
    * Artificial Intelligence (AI) in Tax and Accounting
    * Beneficial Ownership Information
    * Corporate Transparency Act
   
   EXPERT INSIGHTS
   
    * DOL fiduciary rule finalized: Investment advice redefined
    * Tax relief for victims of Oklahoma severe storms, straight-line winds,
      tornadoes, and flooding: IRA and HSA deadlines postponed
    * Demo: CCH® Tagetik Global Minimum Tax
    * Demo: CCH® SureTax® Returns
   
   View All Expert Insights
 * ESG
   
   ESG
   
   Offering comprehensive tools and expert guidance to companies to help meet
   regulatory requirements to support sustainability efforts and manage ESG
   risks efficiently.
   
   ESG Overview
   
   SOLUTIONS
   
    * CCH TagetikUnified performance management software
    * OneSumXDiscover our solution for ESG climate risk and regulatory
      requirements
    * TeamMateAudit and assurance solutions for corporate and public sector
      organizations
    * EnablonSoftware solutions for risk & compliance, engineering & operations,
      and EHSQ & sustainability
   
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   EXPERT INSIGHTS
   
    * What banks need to know and do now for the ECB's IReF
    * The ESG data challenge: Internal audit’s role in maturing ESG data quality
      and governance
    * Excelling in IRRBB and CSRBB management: Strategic approaches for CROs
    * ESG Webinar: The new ground rules of the CSRD
    * How AI is disrupting the professional information industry: Insights from
      Maria Montenegro of Wolters Kluwer
    * Can technology help businesses to become more sustainable?
    * ESG Research Paper: The new ground rules of the CSRD
    * Scope 3 emission accountability got easier
   
   View All Expert Insights
 * Finance
   
   FINANCE
   
   Our solutions for regulated financial departments and institutions help
   customers meet their obligations to external regulators. We specialize in
   unifying and optimizing processes to deliver a real-time and accurate view of
   your financial position.
   
   Finance Overview
   
   SOLUTIONS
   
    * CCH TagetikUnified performance management software
    * eOriginal eOriginal securely digitizes the lending process from the close
      to the secondary market
    * Lien SolutionsMarket leader in UCC filing, searches, and lien management
    * OneSumX FRR Integrated solution suite for finance, risk, regulatory
      compliance, and reporting
   
   View All Solutions
   
   EXPERT INSIGHTS
   
    * DOL fiduciary rule finalized: Investment advice redefined
    * Demo: CCH® Tagetik Global Minimum Tax
    * What banks need to know and do now for the ECB's IReF
    * The disruption continuum: A Q2 2024 survey of credit union's journey from
      paper to digital
    * Revolutionizing Regulatory Data Transformation (RDT) in Thailand's banking
      sector
    * Demo: CCH® SureTax®
    * Crossing the chasm into the new digital world: The impact of AI and
      automation in creating a fully digital auto ecosystem
    * The new era of disclosure management: Integrated narrative reporting
   
   View All Expert Insights
 * Compliance
   
   COMPLIANCE
   
   Enabling organizations to ensure adherence with ever-changing regulatory
   obligations, manage risk, increase efficiency, and produce better business
   outcomes.
   
   Compliance Overview
   
   SOLUTIONS
   
    * BizFilingsSmall business incorporation services
    * Compliance Solutions Gain the visibility, agility, and insight required to
      better satisfy borrowers, secure capital, and navigate regulatory change
    * TeamMateAudit and assurance solutions for corporate and public sector
      organizations
    * CT CorporationRegistered agent & business license solutions
   
   View All Solutions
   
   TRENDING TOPICS
   
    * Beneficial Ownership Information
    * Corporate Transparency Act
    * Economic and interest rate forecasts
    * Future Ready Lawyer
   
   EXPERT INSIGHTS
   
    * DOL fiduciary rule finalized: Investment advice redefined
    * Tax relief for victims of Oklahoma severe storms, straight-line winds,
      tornadoes, and flooding: IRA and HSA deadlines postponed
    * How to start an AI company
    * Internal audit's role in the new European Union’s Artificial Intelligence
      Act
   
   View All Expert Insights
 * Legal
   
   LEGAL
   
   Serving legal professionals in law firms, General Counsel offices and
   corporate legal departments with data-driven decision-making tools. We
   streamline legal and regulatory research, analysis, and workflows to drive
   value to organizations, ensuring more transparent, just and safe societies.
   
   Legal Overview
   
   SOLUTIONS
   
    * Kluwer ArbitrationOnline resource for international arbitration research
    * Enterprise Legal ManagementLegal spend and matter management, AI legal
      bill review, and analytics solutions
    * LegiswayAll-in-one legal management software for legal departments
    * VitalLaw®Legal research database for attorneys
   
   View All Solutions
   
   TRENDING TOPICS
   
    * Beneficial Ownership Information
    * Corporate Transparency Act
    * Economic and interest rate forecasts
    * Future Ready Lawyer
   
   EXPERT INSIGHTS
   
    * DOL fiduciary rule finalized: Investment advice redefined
    * Legal Leaders Exchange: Tight rate control can go hand-in-hand with
      positive law firm relationships
    * What is an annual report: Definitions & filing requirements
    * Introducing the Upgraded Legisway IP Module
   
   View All Expert Insights

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 2. Back to Solutions >
 3. ftwilliam.com


FTWILLIAM.COM

Offers modern, cloud-based employee benefits and pension software – including
state of the art benefits documents, forms and compliance systems for benefits
and pension professionals.

Request a Demo
Request a Demo


SECONDARY NAVIGATION

ftwilliam.com
ftwilliam.com Menu
 * About
 * Solutions
   
   GOVERNMENT FORMS
   
    * Forms Portfolio
    * 5500/PBGC Forms
    * 1099/945 Forms
    * 1094/1095 Forms
    * IRS Forms
   
   PLAN DOCUMENTS
   
    * Documents Portfolio
    * Retirement Plan Documents
    * Non-Qualified Plan Documents
    * Welfare Plan Documents
   
   COMPLIANCE ADMINISTRATION
   
    * Testing and Administration Portfolio
    * Defined Benefit Compliance and Proposal Software
    * Defined Contribution Compliance Testing and Reporting
    * Welfare Plan Non-Discrimination Testing
   
   TOOLS AND SOFTWARE
   
    * Other ftwilliam.com Tools
    * Plan Design Summary
    * Distribution Tracking Software
    * ftwPortal Pro
    * ftwProposal Pro
    * ftwLink API
   
   EXPERT SERVICES
   
    * Managed Services
    * TAG

 * Webinars and Insights
   
   WEBINARS AND INSIGHTS
   
    * Past Webinars
    * Customer Spotlights

 * Log In
 * Free Trial Account Sign-Up

 * Contact Us

Request a Demo



Easy-to-Use

Our software is intuitive and many customers use our software without consulting
any documentation. Online help is available plus we offer free training and
support.









Integrated

All of the ftwilliam.com modules are integrated. Data will automatically be
shared with any other modules, saving you time and increasing your efficiency.









World-Class Customer Support

Our market leading support is available via phone and email Monday through
Friday from 8:00 to 5:00 CT. ftwilliam.com’s net promoter scores are
consistently in the top percentile for software companies.



100% Cloud-Based

All of the ftwilliam.com software modules have been 100% cloud-based from
inception. There is no software to download or install.











Request a Demo
 * 
 * 
 * 
 * 

Your customer service for our subscribed modules is stellar!  We can always
speak to a live representative and our issues are almost always resolved
immediately.  Thank you!
Vicky Cagliola
Director of Compliance, Radnor Benefits Group Incorporated

ftwilliam.com’s 5500 software is very easy to use.  The integration of the 5500
software with the other FTW modules and bring forward data from past years helps
to streamline the process. In addition, the ability for the client to store
their DOL signing credentials in the system saves the Plan Sponsor the hassle of
looking for this information each year
Kelley Stanton
TitleOwner/President, Benefit Solutions Etc.

With the ftwilliam.com retirement plan document software, doing our PPA
restatements was a breeze.   The batch processing via the portal made sending
out and tracking the restatements very simple and efficient. ftwilliam.com’s
document support was great as I was learning the process – responses were prompt
and often by phone.
Bev Haslauer
President, The Haslauer Group Inc.

The [TAG] Q&A is a great source of information.  The responses to questions are
always well-reasoned and specific sources being provided helps with further
research.
— Uniglobal


NEW! Distribution Tracking

We are happy to announce the launch of our new Distribution Tracking Software
(DTS). DTS automates all tasks associated with processing distributions. You and
your clients will know exactly where the distribution is in process every step
of the way, saving you time and increasing your efficiency and accuracy. Our
built in accountability tools, streamlines communication, and data collection
will make distribution processing easier than ever.

Read More


DISCLAIMER



ERISA PROFESSIONAL

Users of the ftwilliam.com Plan Document and Compliance Testing and Reporting
modules must be experienced ERISA professionals who are qualified to draft the
documents provided and perform annual compliance testing (e.g. Attorney,
Enrolled Actuary, TPA). If you have any questions or you are not sure you are an
ERISA professional, please contact support@ftwilliam.com or call 800.596.0714.



NO LEGAL ADVICE

ftwilliam.com and/or its employees, officers and agents are not engaged in the
practice of law and do not render any legal, accounting, financial or other
professional advice. ftwilliam.com does not provide any advice and/or opinion as
to whether any of the documents and or forms offered on the Site provide any
specified legal or tax effect. All documents and or forms are prepared by
ftwilliam.com at the direction of the person using the site.


DISCOVER HOW FTWILLIAM.COM CAN WORK FOR YOUR BUSINESS. SCHEDULE A DEMO TODAY.

Request a Demo



FOOTER NAVIGATION

 * About Wolters Kluwer
 * Strategy
 * Organization
 * Management
 * News & Press Releases
 * Events

 * Solutions Directory
 * Health
 * Tax & Accounting
 * ESG
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 * Expert Insights
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FTWILLIAM.COM

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FOLLOW FTWILLIAM

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© 2024 Wolters Kluwer N.V. and/or its subsidiaries. All rights reserved.

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