PRESENTATIONS
In an effort to make this year’s conference more “green,” you can either download the various presentations for the sessions you’re attending, or view them directly from this site during the conference. Thank you for your support in reducing the amount of paper used for this conference and in helping the environment.
MONDAY, AUGUST 5, 2013
9:45 a.m.-10:45 a.m.
Advanced Plan Design by Timothy M. McCutcheon
ftwilliam.com PPA Document: Full Overview by Aimee Nash
Handout
Coming soon from ftwilliam.com! by Holly Roussel-Godfrey
TPA Partnerships: The New Paradigm by Chris Stroud
Best Practices: Testing with the ftwilliam.com Admin Software by Jane Nickalls & Melissa Howard
11:00 a.m.-12:00 p.m.
Coverage Testing & Excluding Employees by Class by Mark Nicholas
Multiple Employer Plans & Aggregated Plan Arrangements in ftwilliam.com PPA Documents by Timothy M. McCutcheon & Bob Toth
Communication Tips for a Commoditized World by Chris Stroud
1:00 p.m.-2:00 p.m.
Who does what in a retirement plan? by Timothy M. McCutcheon & Bob Toth
ftwilliam.com Productivity and Automation Tools by Holly Roussel-Godfrey
Best Practices When Acquiring a TPA Practice or Block of Plans by Chris Stroud & Pamela O’Rourke
ftwilliam.com Admin Software Mini Classroom Training – Basic Level, Part 1 by Jane Nickalls & Melissa Howard
2:15 p.m.-3:15 p.m.
Educational Session on 5500 Updates by Janice M. Wegesin
Advanced Look at PPA Documents: Domestic Partners & Beneficiaries by Aimee Nash
ftwilliam.com Admin Software Mini Classroom Training – Basic Level, Part 2 by Jane Nickalls & Melissa Howard
3:30 p.m.-4:30 p.m.
An Overview of ERISA Fee Recapture Accounts by Pamela O’Rourke
TPA Best Practices: Firms Focused on the Future by Chris Stroud
ftwilliam.com 5500 software: “Train the Trainer” – how to get the most out of your ftwilliam.com 5500 software by Holly Roussel-Godfrey & Sarah Martineau
TUESDAY, AUGUST 6, 2013
9:45 a.m.-10:45 a.m.
Advanced Plan Design by Timothy M. McCutcheon
Who does what in a retirement plan? by Aimee Nash
ftwClient Manager: Demonstration of the upcoming workflow/CRM solution! by Joe Bremer & Jared Marker
Bridging the Generation Gaps in the Workplace by Chris Stroud
11:00 a.m.-12:00 p.m.
Coverage Testing & Excluding Employees by Class by Mark Nicholas
Health Care Reform Update: Changes for Employer Sponsored Health Plans by Aimee Nash
Best Practices ftwilliam.com Admin Software: Working with Census Grids by Jane Nickalls & Melissa Howard
TPA Strategies: Building & Maintaining a Sales Pipeline by Pamela O’Rourke |
