Customer Service, Sales & Negotiating --- How it Impacts Your Business! - Hal Becker (General Session) Hal Becker, a nationally known author and speaker will share ideas and insights with you to inspire and motivate Conference Attendees to the next level. Hal’s extensive experience and positive, feel good, interactive style will have you taking a fresh look at your practice from all angles!
Getting Your Firm to the Next Level: A Strategic Planning Framework for Successful TPA firms- Chris Stroud (General Session) Chris Stroud of Simoneaux & Stroud Consulting, a well-known industry expert, will focus on the steps involved in strategic planning and being proactive in getting your firm to the next level. Chris’s vast experience and industry knowledge will make this General Session exciting and informative – not to be missed!
The “Ideal” TPA Office – Streamline your process! Timothy McCutcheon One view of how an integrated software suite can streamline processes in a TPA office. Learn how Straight Through Processing and compatible modules can reduce errors and increase your bottom line.
Advanced DC Plan Design Strategies for cross-tested plans, defining compensation, working with multiple plans, and an advanced coverage discussion.
Form 5500 - An in-Depth View Janice M. Wegesin A review of the latest information about Form 5500 and other benefit plan filings, including: EFAST2 processing update including the new features for one-participant plan filings; Dealing with IRS correspondence; Minimizing the need for benefit plan audits by implementing multiple plans; Form 8955-SSA update; and Tips for preparing Schedules A and C.
Fee Disclosure Roundtable: What is being done? Panel of Product Users Moderated by Christian Hofstadter What the final regulations mean to you and your clients. How is this impacting your business? Challenges you are experiencing? Share best practices on how you are staying in compliance.
Defined Contribution Plan Restatements Timothy McCutcheon and Aimee Nash It's not too early to begin planning for the next restatement. What's new for the next cycle, planning for e-signing and fulfillment; as well as a recap/refresher on the 6- and 5- year cycle rules.
ftwilliam.com DC Admin Software - The Basics Janice Herrin and Jane Nickalls How to use the ftwilliam.com Administration software to process a plan. This is meant to be an introductory look at the admin system
Maximizing Revenue Opportunities in my Firm Chris Stroud Sales, marketing, RFP's, presentations… How to WOW your prospects and turn them into customers. And don't forget… How to keep the clients you have… Their happiness is your growth.
Hot, Common & Interesting Compliance Questions Elizabeth Dold Come and hear the interesting and most asked questions the TAG Editors receive and our responses. See how these situations might benefit your customer situations – hear how your peers have dealt with the challenges they face.
The Windows to your Clients: ftwPortal Pro – insights and ideas from portal users Panel of product users – moderated by Holly Roussel Godfrey and Mike Mason Learn how customers are using ftwilliam.com’s secure web-portal for E-signatures for forms, amendments, and documents. Interact with customers who are using the portal for secure data transfer, batch processing of annual notices and how it impacts your clients’ experience.
Business managers Roundtable: staff motivation/succession planning and much more Chris Stroud and Michelle M. Marsh Interact with your peers on Nice timely topics and understand the positive impact it has on the business. Share your success stories, what are your challenges. Are you planning for the future?
Multiple Employer Plans Mark Nicholas and Terrance Power Hear different perspectives from two experts on multiple employer plans. This should be a friendly but lively debate to help illustrate the different viewpoints in the field.
ftwilliam.com Product Suite: Tips, Tricks and What's Next Panel of product users moderated by Holly Roussel-Godfrey and Sarah Martineaux Share with your peers; learn from the developers how to maximize the ftwilliam.com product suite. Get a preview into upcoming developments.
Keeping Current: A Legislative, Regulatory, and Litigation Update (general session) Ilene Ferenczy