• Training sessions for any of the following can be scheduled:
    • Proposals for DB and combo plans (~30 min) - Walk through a complete setup and output for an actual proposal so that you come away with a client-ready report
    • Compliance Conversion (~60 min) -- Assuming plan documents are with ftw, the training goes through establishing a plan year, formatting and converting data, and replicating liabilities from the most recent completed valuation in a prior system
    • Compliance valuation (~30 min) -- After conversion and replication as described above, this session covers the valuation setup and census process for the first year, followed by the production of a valuation report and Schedule SB
    • Compliance testing (~30 min) – Data processing for combined testing with a DC plan, testing parameters, reports and solving are all covered in this session