The AUTOMATE product family puts technology to work for you, streamlining workflows and freeing up valuable time so your team can focus on your business. We’re excited to announce the newest addition to this product family, the AUTOMATE Compliance Bundle, will be available April 1. The features of this bundle simplify compliance workflows and save you time with tools to automate some of your most time-consuming compliance tasks, allowing you to scale your operations. This bundle will soon be available as an add-on under Account Maintenance and will include:
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- ftwilliam.com Notice Generation – Instantly generate notices from ftwilliam.com for all your plans, add them to Plan Files and make them available to plan sponsors with just a few clicks.
- ftwilliam.com Census Transfer – Effortlessly send the census from an annual admin project to ftwilliam.com, have all tests run for you and receive an email with the testing results.
- Automated Census Reminders (coming soon) – Send blast email requests and automatically have reminders queued up so you don’t have to send them out later. If your plan sponsor completes the data collection, the queued reminders will be canceled automatically.
- More features are on the way and will be announced as they are released!
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In the meantime, please reach out to our team through a Help Center ticket to add the AUTOMATE Compliance Bundle to your account.
Please don’t hesitate to reach out to us with questions!
Christine Burns
Director, Product Management