Catch plan data anomalies before they become compliance problems
Every night, WebRun opens ftwilliam.com, runs a scan across your active plan portfolio for data anomalies: IRS contribution limits exceeded, participant eligibility dates that pre-date the plan, employer contribution rates outside normal ranges, and plan year-end mismatches. It cross-checks flags against PensionPro workflow notes and posts a prioritized exceptions report to Slack so your team can investigate before work begins.
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How can I automatically detect retirement plan data anomalies and compliance risks across my portfolio?
WebRun scans ftwilliam.com every night for plan data anomalies: contribution limit violations, eligibility date errors, employer rate discrepancies, and plan year-end mismatches. It cross-checks each flag against PensionPro workflow notes to separate new issues from known ones, then posts a prioritized exceptions report to Slack before your team starts the day.
- Contribution limit violations and eligibility errors flagged before they compound
- New anomalies separated from known issues so your team focuses on what matters
- Full exceptions report in Slack before the workday starts every morning
Built for retirement plan TPAs · ERISA compliance officers · 401(k) plan administrators · pension plan quality control teams
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 - scan plans for data anomalies
ftwilliam.com How to Automate ftwilliam.com
WebRun opens ftwilliam.com to scan plans for data anomalies. - Open ftwilliam.com and navigate to the compliance and plan document records for each active plan
- Check for IRS annual contribution limit violations: 402(g) elective deferral limits and 415 annual additions limits
- Flag participant records with eligibility dates that pre-date the plan's effective date
- Check employer contribution rates and safe harbor percentages against the plan document specifications
- Note plan year-end date mismatches between the plan document and the 5500 record
Done when Every anomaly across all active plans is listed with the plan name, type of anomaly, and affected participant or field.
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2
PensionPro - cross-check flags against workflow notes
pensionpro.com
WebRun opens PensionPro to cross-check flags against workflow notes. - Open PensionPro and check the workflow notes for each flagged plan
- Determine whether the anomaly is already known and under review, or whether it is newly detected
- Assign a priority: high (new limit violation or eligibility error), medium (rate discrepancy), low (already in review)
Done when Each anomaly has a priority level and a note on whether it is new or already known.
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3
Slack - post prioritized exceptions report
slack.com How to Automate Slack
WebRun opens Slack to post prioritized exceptions report. - Post the exceptions report to the compliance channel: high priority first
- For each flag: include plan name, anomaly type, affected record, and whether it is new or known
- Summarize total counts by priority at the top of the post
Done when Your team has tonight's exceptions report in Slack before the workday begins.
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 change or correct any plan data in ftwilliam.com automatically?
No. WebRun only reads and reports. Every correction to a plan record or participant data is made by your staff in ftwilliam.com after reviewing the exceptions report.
Which IRS limits does it check against?
It checks the current-year 402(g) elective deferral limit and the 415 annual additions limit as applied in ftwilliam.com. It does not make legal determinations, so staff should confirm any flagged item with the plan document before acting.
What if the same anomaly appears on multiple consecutive nights?
WebRun cross-checks each flag against PensionPro workflow notes. If a flag is already marked as known and in review, it is listed as low priority in the report so your team stays focused on new issues.
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