The ftwPro Amend add-on feature streamlines the process of employer discretionary plan amendments by allowing you to track changes seamlessly. As you make updates to your Plan Checklist, the tool automatically generates a Consent, Amendment, and SMM. This ensures that every discretionary plan amendment is tailored specifically to the edits you have made, saving you time and reducing the risk of errors.
Note: The Answers Only format will generate the Amendment as if it were a full format so that all changes made in the checklist are displayed, including blank or inactive options. The ID format will only generate a Consent, and SMM.
Follow the steps below in using the ftwPro Amend feature.
1. Make updates to the Plan Checklist on the Edit Plan page.
2. Run edit checks to ensure your changes meet all requirements.
3. Click on the Plan Documents button to access the print Plan Documents page.
4. Choose the document format under the Plan Document Menu.
5. Click on the ftwPro Amend button under the Plan Documents Menu.
6. On the next page, you will see a list of changes that have been made to the plan over time. The software will automatically select the last date/time change, but you can select more than one date/time change if needed.
7. Enter the effective date of the amendment.
8. Click on the Generate Amendment button. If you subscribe to the Portal, you can publish the amendment to the Portal by clicking on the Publish to Portal button. In addition, you can download your changes as a CSV file.
NOTE: If you do not currently subscribe to ftwPro Amend, and would like more information, please contact your sales consultant for how to add ftwPro Amend to your account. Click the link below to locate your sales consultant.
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