Retirement plan administration

Retirement plan administration automation templates

12 ready-made workflows for Retirement plan administration. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: ftwilliam.com, Slack and PensionPro.

Retirement plan administration
All categories
Automated Retirement Plan Restatement Deadline Reminders
WebRun scans your ftwilliam.com plan document records each week, identifies plans approaching a restatement or required amendment deadline, and drafts a notice for each plan sponsor so your team can review and send at the right time.
ftwilliam.comDocuSignGoogle Calendar
Automated TPA Fee Payment Reconciliation Digest
Every Friday, WebRun compares TPA invoices recorded in QuickBooks against payment records in PensionPro, flags any gaps or mismatches, and posts your billing team a concise reconciliation digest in Slack.
PensionProQuickBooksSlack
Automated TPA Service Fee Payment Chaser
WebRun finds plan sponsors with outstanding TPA service invoices in QuickBooks each week, drafts a polite payment reminder for each, and posts your team a chase list so every overdue balance gets attention.
QuickBooksftwilliam.comGmail+1
Automated TPA New Plan Client Onboarding
When a new plan sponsor is added in PensionPro, WebRun sets up the plan record in ftwilliam.com, creates an onboarding task list, and sends the client a welcome email draft so your team can personalize and dispatch it.
PensionProftwilliam.comGmail+1
Automated Form 5500 Deadline Tracking
WebRun scans your ftwilliam.com 5500 filings each morning, spots plans with deadlines inside 30 days, and posts your team a prioritized Slack alert with each plan name, sponsor, and exact due date.
ftwilliam.comPensionProSlack
Automated Retirement Plan Data Anomaly Flags
WebRun scans your plan portfolio in ftwilliam.com each night for data anomalies: contribution limits exceeded, participant counts out of range, or eligibility dates that look wrong, and posts a flagged exceptions report to Slack before your team starts the day.
ftwilliam.comPensionProSlack
Automated Retirement Plan Distribution Request Tracking
WebRun checks open distribution and withdrawal requests in ftwilliam.com each morning, flags stalled ones, and posts your team a status digest in Slack so every participant request gets resolved on time.
ftwilliam.comSlackQuickBooks
Automated Delinquent Contribution Risk Worklist
WebRun reviews your plan portfolio in PensionPro each week, flags plans where employer contributions appear late or unconfirmed, and builds your team a prioritized worklist to investigate before a DOL issue arises.
PensionProftwilliam.comTwilio
Automated Retirement Plan Data Entry From Sponsor Emails
When a plan sponsor emails census data, contribution rates, or plan change requests, WebRun reads the email, extracts the key figures, and stages them as a draft update in ftwilliam.com for a staff member to confirm before posting.
Gmailftwilliam.comGoogle Sheets
Automated 401k Compliance Testing Deadline Tracker
WebRun reads your ftwilliam.com compliance queue each morning, spots plans where ADP, ACP, or top-heavy testing is due within 45 days, and sends your team a Telegram message with a ranked list of what needs attention.
ftwilliam.comTelegram
Automated Retirement Plan Census Data Collection Chaser
WebRun finds plans in ftwilliam.com whose census submission is overdue, drafts a polite follow-up email for each sponsor, and queues every message for your review before anything is sent.
ftwilliam.comGmailGoogle Sheets
Automated Retirement Plan Document Approval Routing
When a plan document is ready for sign-off in ftwilliam.com, WebRun identifies the approver, prepares a DocuSign envelope, and notifies the reviewer in Slack so nothing sits waiting in a queue.
ftwilliam.comDocuSignSlack+1

Don't see your workflow?

Show WebRun any process once and we'll turn it into an agent that runs it on schedule.