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