Automated Retirement Plan Distribution Request Tracking
Every morning, WebRun opens ftwilliam.com Distribution Tracking, reads all open distribution and withdrawal requests, flags any stalled for more than three business days, and posts your operations team a Slack status digest. If a payment has been approved, it logs the outgoing amount to QuickBooks for reconciliation.
How can I automatically track open retirement plan distribution requests?
WebRun opens ftwilliam.com Distribution Tracking every morning, reads all open withdrawal, loan, and RMD requests, and flags any that have stalled for more than three business days. It logs newly approved payment amounts as draft QuickBooks entries and posts your operations team a full status digest in Slack, keeping every participant request visible.
- Every open distribution request visible to your team each morning
- Stalled requests flagged after three business days so nothing sits unresolved
- Approved payments logged to QuickBooks as draft entries for staff confirmation
Built for retirement plan TPAs · 401(k) operations teams · plan distribution specialists · ERISA plan administrators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.ftwilliam.comin a real browser with your saved login - no setup, no API keys. -
1
ftwilliam.com - read open distribution requests
ftwilliam.com
WebRun opens ftwilliam.com to read open distribution requests. - Open ftwilliam.com Distribution Tracking and filter to all open requests
- Record participant name, plan name, request type (withdrawal, loan, RMD), amount, and date submitted for each
- Flag requests that have not advanced in status for more than three business days
- Separate approved payments from pending requests
Done when All open requests are listed with status, days waiting, and a stalled flag where applicable.
-
2
QuickBooks - log approved payment amounts
- For each newly approved distribution payment, open QuickBooks and locate the plan's expense account
- Log the participant name, plan name, distribution amount, and payment date as a draft entry
- Leave each entry as a draft for a staff member to confirm before posting
Done when Every newly approved payment is logged as a draft entry in QuickBooks.
-
3
Slack - post status digest and stalled flags
slack.com
WebRun opens Slack to post status digest and stalled flags. - Post the full open-request digest to your operations channel: oldest request first
- Bold and separate stalled requests so they stand out
- Include a summary count: total open, total stalled, and total approved today
Done when Your team has today's distribution status digest in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it approve or process any distributions automatically?
No. WebRun only reads request status and logs draft entries in QuickBooks. All distribution approvals and payments are handled by your staff inside ftwilliam.com.
What counts as a stalled request?
Any open request that has not had a status change for more than three business days is flagged as stalled and highlighted in the Slack digest for follow-up.
Can it track RMDs and loans separately from withdrawals?
Yes. WebRun reads the request type from ftwilliam.com Distribution Tracking and groups RMDs, loans, and withdrawals separately in the daily digest.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.