Break from the Grind October 17, 2018

SURVEY SAYS: Is there a Halloween party on your schedule this year?

Halloween parties are not my favorite, but I usually get invited to one.
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This week, I’d like to know, is there a Halloween party on your schedule this year, and does it require dressing in costume?

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You may respond to this week’s survey by 6 p.m. Pacific time today at https://www.research.net/r/FCCMYV8.
Products October 17, 2018

Wolters Kluwer Streamlines Distribution Process with Tracking Software

Along with other features, the software can automate tasks usually performed manually. 

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Wolters Kluwer Legal & Regulatory U.S. has launched a tracking software designed to streamline qualified plan participant distributions, available for ft.william.com.

Designed with retirement service providers in mind, the Distribution Tracking Software (DTS) looks to simplify the procedure of planning distributions by automating tasks typically completed manually and offer accountability tools, data collection, and communication. Additional features include global and plan level dashboards; document exchange portals, where providers can download, send and receive forms from plan sponsors and participants; batch import distributions for force outs, plan termination and conversion; batch print and attach custom documents to distribution records; and more, according to the firm.

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The DTS module joins other ftwilliam.com programs, including 1099, Compliance and Documents. More information about the software can be found here.   

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