Automated Retirement Plan Restatement Deadline Reminders
Every Monday, WebRun opens ftwilliam.com plan documents, finds plans with restatement or required amendment deadlines inside 90 days, creates a calendar reminder in Google Calendar for each, and prepares a DocuSign envelope for the restated plan document so your team can send it to the plan sponsor for signature after review.
How can I automatically track and prepare retirement plan restatement deadlines?
WebRun opens ftwilliam.com every Monday, finds plans with restatement or required amendment deadlines inside 90 days, and creates Google Calendar reminders for each with 30-day and 7-day alerts. It also stages a DocuSign draft envelope for every plan with a prepared restated document, ready for staff review before sending to the plan sponsor.
- Every restatement deadline inside 90 days has a calendar event with 30-day and 7-day alerts
- DocuSign draft envelopes ready for staff review before each deadline
- Completed restatements excluded automatically so your list stays clean
Built for retirement plan TPAs · 401(k) document specialists · ERISA plan administrators · plan document firms
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 - find plans with restatement deadlines
ftwilliam.com
WebRun opens ftwilliam.com to find plans with restatement deadlines. - Open ftwilliam.com and navigate to the Retirement Plan Documents module
- Filter to plans with a restatement or required amendment deadline within the next 90 days
- Record the plan name, plan type, sponsor contact, document type, and exact deadline for each
- Note whether the current document has already been generated in ftwilliam.com or still needs preparation
Done when Every plan with a restatement or amendment deadline inside 90 days is listed with full details.
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2
Google Calendar - create staff deadline reminders
calendar.google.com
WebRun opens Google Calendar to create staff deadline reminders. - Open Google Calendar and create a reminder event for each plan's restatement deadline
- Set the event title to the plan name and deadline type, invite the assigned staff member
- Add a 30-day and a 7-day pre-deadline reminder to each event
Done when A calendar event with reminders exists for every upcoming restatement deadline.
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3
DocuSign - prepare restated document envelope for review
docusign.com
WebRun opens DocuSign to prepare restated document envelope for review. - For each plan whose restated document is ready in ftwilliam.com, prepare a DocuSign envelope with the plan sponsor as the signer
- Add your firm's adoption agreement signature fields in the correct positions
- Save each envelope as a draft - do not send until a staff member reviews the document and approves dispatch
Done when A DocuSign draft envelope is queued for every plan with a prepared restated document.
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 send the restated plan document to sponsors automatically?
No. DocuSign envelopes are saved as drafts. A staff member must open each envelope, review the document, and approve it before it is sent to the plan sponsor for signature.
How far in advance does it start tracking restatement deadlines?
It flags plans within 90 days and creates Google Calendar reminders with 30-day and 7-day pre-deadline alerts, giving your team enough runway to prepare each restated document.
What if a plan's restatement was already completed and signed?
WebRun reads the document status in ftwilliam.com each run. Plans whose restatement is already complete are excluded from the tracking list automatically.
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