DB Compliance – continues to evolve (roadmap available)
  • Compliance testing, including combo plans with future auto-solve capabilities in-progress
  • Valuations for small DB or CB plans
  • Integrated with ftw login/home page, plan docs, portal, Schedule SB form and attachments
  • Synergy with DC Compliance module – tools, functionality, data transfer
  • Does not include administrative functions for individual participants
DB Proposal
  • Cash balance and combo plan designs for up to five options at a time
  • Client-ready proposal report
  • True valuations performed for first year costs
  • Full compliance testing with detailed reports
  • Stand-alone module with future integrations planned