Spot delinquent plan contribution risks before they become problems
Every Monday, WebRun opens PensionPro, reviews contribution deposit tracking for each active plan, and cross-checks the plan year timeline in ftwilliam.com to identify plans where contributions appear late or unconfirmed. It builds a prioritized worklist and, for the most time-sensitive cases, sends your TPA compliance officer an SMS alert via Twilio.
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How can I automatically identify retirement plans at risk of a delinquent contribution?
WebRun opens PensionPro every Monday, reviews contribution deposit status for all active plans, and cross-checks plan year context in ftwilliam.com to rate each flagged plan as standard or elevated risk. Elevated-risk plans trigger an internal SMS to your compliance officer via Twilio, while the full delinquency worklist lets your team prioritize follow-up before a DOL issue arises.
- Late or unconfirmed contributions flagged every Monday before they escalate
- Elevated-risk plans (safe harbor or near year-end) trigger immediate SMS to your compliance officer
- Worklist prioritized so your team acts on the highest-risk plans first
Built for retirement plan TPAs · ERISA compliance officers · 401(k) plan administrators · pension plan fiduciaries
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
app.pensionpro.comin a real browser with your saved login - no setup, no API keys. -
1
PensionPro - review contribution deposit status per plan
pensionpro.com
WebRun opens PensionPro to review contribution deposit status per plan. - Open PensionPro and navigate to the plan tracking dashboard
- Review the contribution deposit notes and status fields for each active plan
- Flag plans where employer or employee contributions are marked as overdue, unconfirmed, or missing for the current plan year
- Record the plan name, sponsor, contribution type, expected deposit date, and current status
Done when Every plan with a late or unconfirmed contribution is listed with its details.
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2
ftwilliam.com - cross-check plan year and deposit timeline
ftwilliam.com How to Automate ftwilliam.com
WebRun opens ftwilliam.com to cross-check plan year and deposit timeline. - Open ftwilliam.com and locate each flagged plan's record
- Check the plan year-end date and any noted contribution deadlines or safe harbor requirements
- Note whether the plan has a safe harbor design that makes late contributions especially critical
Done when Each flagged plan has plan year context and a risk level: standard or elevated (safe harbor or near year-end).
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3
Twilio - SMS alert for highest-risk plans
twilio.com How to Automate Twilio
WebRun opens Twilio to sMS alert for highest-risk plans. - For plans rated elevated risk: send an SMS to the assigned compliance officer via Twilio
- Include plan name, sponsor, contribution type, and days overdue in the message
- For standard-risk plans: include them in the Slack or email worklist only, no SMS
Done when Elevated-risk plans have an SMS alert sent to the compliance officer; all flagged plans are on the worklist.
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 contact the plan sponsor directly about a late contribution?
No. The SMS via Twilio goes to your internal compliance officer, not the plan sponsor. Any outreach to sponsors is handled by your staff after reviewing the worklist.
What makes a plan qualify as elevated risk?
Plans with a safe harbor design or those within 60 days of their plan year-end are rated elevated risk because late contributions carry stricter DOL correction requirements in those situations.
How does it know a contribution is late?
It reads the contribution deposit notes and status fields in PensionPro. If those fields show overdue or unconfirmed, the plan is flagged. For best results, keep PensionPro contribution notes current.
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