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ftwilliam.com

Public facts

Wolters Kluwer cloud ERISA / Form 5500 and retirement-plan software

Wolters Kluwer cloud suite for retirement-plan documents, compliance testing, and Form 5500/PBGC government-forms filing (EFAST2).

Visit ftwilliam.com

Overview

ftwilliam.com is Wolters Kluwer’s cloud employee-benefits and pension software. All modules have been cloud-based from inception (no local install). The suite is sold to ERISA professionals—attorneys, enrolled actuaries, and TPAs—for plan documents, compliance testing and reporting, and government forms, including Form 5500 with EFAST2 e-file and PBGC forms. Wolters Kluwer reported that ftwilliam.com processed more than 350,000 Form 5500 filings in 2023 (about 40% of all 5500s per the January 8, 2024 release) with 99.995% software uptime that season and more than 99% of 2022 filings accepted by the DOL on the first attempt. The vendor states it does not practice law or give legal/tax advice; users must be qualified ERISA professionals.

Why it matters ftwilliam.com is the dominant Form 5500/ERISA-document platform in the TPA channel; it is not an ACA 1095-C filer, despite sitting in a compliance directory.

Target buyer
Retirement-plan TPAs, law firms, and enrolled actuaries that prepare plan documents, run annual testing, and file Form 5500—not typical HR teams filing 1095-Cs.
Pricing model
Not published on the public marketing pages captured; sales/subscription for ERISA professionals
No public PEPM or per-form 5500 prices on the Wolters Kluwer ftwilliam overview pages reviewed. InfoLink to the 5500 Preparer’s Manual is an additional fee. Support contact published: support@ftwilliam.com or 800-596-0714.
Availability
National
Research
Last researched 2026-08-23
Agent-strong category

Key features

  • 100% cloud modules (no desktop install)
  • Form 5500 preparation and EFAST2 filing; DOL signing credentials can be stored
  • Bring-forward of prior-year 5500 data and integration with other FTW modules
  • PBGC forms (5500/PBGC module)
  • Plan document generation (restricted to experienced ERISA professionals)
  • Annual compliance testing and reporting modules
  • Optional InfoLink to the Aspen/Wolters Kluwer 5500 Preparer’s Manual from data-entry screens

Integrations

  • U.S. Department of Labor EFAST2
  • Cross-module data inside the ftwilliam.com suite
  • InfoLink to 5500 Preparer’s Manual (additional fee)

Overview

ftwilliam.com is a Wolters Kluwer Legal & Regulatory U.S. product. The site (and wolterskluwer.com/en/solutions/ftwilliam) describes cloud software that simplifies compliance, reduces risk, and speeds retirement-plan administration. Modules cover compliance solutions and retirement solutions, including government forms.

Form 5500 software is the most publicly quantified module. A January 8, 2024 Wolters Kluwer release said the 5500 module processed 350,000+ filings in 2023 (18% above the prior year), about 40% of all Form 5500 filings based on DOL reporting plus internal/public data, with first-pass DOL acceptance above 99% for 2022-created filings and support inquiries typically resolved in under an hour. Customer quote on the marketing page: 5500 is easy to use, integrates with other FTW modules, brings forward prior-year data, and can store DOL signing credentials.

Users of Plan Document and Compliance Testing and Reporting modules must be experienced ERISA professionals (examples: attorney, enrolled actuary, TPA). Contact support@ftwilliam.com or 800-596-0714 if unsure. Disclaimer: ftwilliam.com is not engaged in the practice of law and does not give legal, accounting, or financial advice; documents are prepared at the user’s direction.

The www.ftwilliam.com hostname may show Wolters Kluwer/Cloudflare interstitials; product copy lives on Wolters Kluwer solution URLs.

Key Capabilities

  • Cloud 5500 e-file via EFAST2-approved vendor path.
  • Prior-year carry-forward and inter-module integration.
  • PBGC forms alongside 5500.
  • Plan documents and annual testing (professional-use only).
  • Optional 5500 Preparer’s Manual InfoLink.

Integrations & Ecosystem

EFAST2 is the DOL filing integration. Other connections are intra-suite (documents, testing, forms). A public HCM/payroll ACA connector list does not apply; this is retirement-plan software.

Pricing

Not published on the overview pages reviewed. Licensed to professional firms.

Notes & Limitations

  • Not an ACA 1095-C product. It belongs in this category as ERISA/plan-document/5500 compliance, which the user listed.
  • Cloudflare/bot checks can block simple fetches of ftwilliam.com.
  • Filing-volume stats are as of the 2023 season / Jan 2024 release.
  • “National” U.S. ERISA filings.

Sources

Tags: ftwilliam · Wolters Kluwer · Form 5500 · EFAST2 · ERISA · retirement plans · TPA