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Batch Options

How do I Send Documents to the Portal in a Batch?

Please click here to review the Portal User Guide for assistance with sending documents to the portal via a batch.

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ERISA Professional

Users of the ftwilliam.com plan document module must be experienced ERISA professionals who are qualified to draft the documents provided (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.

Email: support@ftwilliam.com Phone: 1-800-596-0714

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 forms offered on the Site provide any specified legal tax effect. All documents and forms are prepared by the ftwilliam.com software based on the information provided by and at the direction of the person using the site.