Wolters Kluwer’s Distribution Tracking Software (DTS) is part of the ftwilliam retirement plan administration software suite. It is intended to support retirement plan service providers (TPAs and similar firms) in automating and tracking the end-to-end workflow of qualified plan distributions (e.g., terminations, force-outs, plan terminations, rollovers), including document collection/exchange and status tracking.
Key functional details and features include:
- A dashboard showing distributions in progress, statuses, administrators, and notes.
- Portal-based data collection (mobile-optimized) for plan sponsors and participants.
- Document exchange and template management for custodial directives, consents, and related documents.
- Batch features for force-outs and terminations.
- Integrations with other ftwilliam modules (Compliance, Documents, 1099) and with third-party rollover partners (for example, Millennium Trust).