Never miss a Form 5500 filing deadline
Every morning, WebRun opens ftwilliam.com, reads the 5500 workflow dashboard for plans with deadlines in the next 30 days, cross-checks each plan's status in PensionPro, and posts your team a ranked Slack alert so nothing slips past its due date.
- No credit card
- Under $0.01 per run
- Cancel anytime
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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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 5500 workflow dashboard
ftwilliam.com How to Automate ftwilliam.com
WebRun opens ftwilliam.com to read 5500 workflow dashboard. - Open the ftwilliam.com 5500 workflow dashboard
- Filter to plans with a filing deadline within the next 30 days
- Capture the plan name, sponsor EIN, form type (5500, 5500-SF, 5500-EZ), and exact due date for each
Done when Every plan with a deadline inside 30 days is listed with its details.
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2
PensionPro - check plan status and owner
pensionpro.com How to Automate PensionPro
WebRun opens PensionPro to check plan status and owner. - Look up each plan in PensionPro to confirm the assigned staff member and current workflow stage
- Flag any plan that has not yet reached the preparation stage
- Note the client contact for escalation if the deadline is under 7 days
Done when Each at-risk plan has an owner and a workflow stage confirmed.
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3
Slack - post ranked deadline alert
slack.com How to Automate Slack
WebRun opens Slack to post ranked deadline alert. - Post a ranked list to your compliance channel: soonest deadline first
- Include plan name, sponsor, due date, days remaining, and assigned staff member
- Flag plans under 7 days in bold and mention the assigned staff member directly
Done when Your team has today's 5500 deadline alert in Slack.
How can I automatically track Form 5500 filing deadlines for all my retirement plans?
WebRun opens ftwilliam.com each morning, reads every 5500 filing with a deadline inside 30 days, and cross-checks each plan's workflow stage in PensionPro. It then posts your compliance team a ranked Slack alert with plan name, sponsor, due date, and assigned staff member, so no 5500 deadline goes unnoticed.
- No 5500 deadline missed: your team sees a ranked alert every morning
- Plans under 7 days are flagged in bold with a direct staff mention
- Extended deadlines tracked automatically from ftwilliam.com
Built for retirement plan TPAs · 401(k) third-party administrators · ERISA compliance teams · pension plan administrators
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 file anything with the DOL or IRS on its own?
No. WebRun only reads status and posts an internal alert. All actual filings happen inside ftwilliam.com by your staff after review. Nothing is submitted automatically.
How far in advance does it start flagging deadlines?
It flags plans within 30 days by default and escalates plans under 7 days with a direct Slack mention of the assigned staff member, giving your team ample time to act.
What if a plan already has an approved extension?
If the extension due date is recorded in ftwilliam.com, WebRun reads the updated deadline and tracks that date instead of the original one.
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