General Navigation and Company / Plan Creation

You will need the company code, username and password you received when you signed up for the ftwilliam.com system.

General ftwilliam.com website features available after log-in:

• Wolters Kluwer Drop-Down Logo. It provides the following options (not all options may appear depending on your subscription with ftwilliam.com):
  • Home
  • Edit Profile
  • Company/Plan
    • Add Company
    • Edit Company
    • Delete Company
    • Add Plan
    • Edit Plan
    • Delete Plan
    • Plan Search
    • Upload Company/Plan Data
  • Batches
    • ACA
    • 5500 Batch/Workflow
    • 1099
    • DocPrint
    • PPA Restatement
    • 403(b) PPA Restatement
    • Batch Annual Notice
    • Batch Annual Notice (Archive)
    • Batch 2017 RAL Amendment
    • Batch Hardship Amendment
    • Welfare Restatement
    • Batch CARES Act Amendment
    • Batch Claims Amendment
    • DC Compliance Batch Run All Tests
    • Online Annual Questionnaire
    • Annual Questionnaire
    • Census Worksheet
    • Portal Documents
  • Distribution Tracking
    • Global Dashboard
    • Distributions Specifications Upload
    • Status Manager
    • Distribution Count
    • Notifications Manager
    • Push to 1099
  • Plan Design Summary
    • Global Dashboard
    • Templates
  • ftwPortal Pro
    • Global Dashboard
    • View Users Portal
    • Portal User Manager
    • Portal Document Batch
    • Portal User Edit Grid
    • Upload Portal Users
    • Download History
    • Portal User Help
  • Reports
    • Company Data
    • List of Deleted Companies
    • List of Deleted Plans
    • ftwPro Amend History
    • Document Provisions by Checklist [Downloads entire document checklist for a particular plan type into Excel format.]
    • All Plans (Select Provisions) [Download into Excel basic information for all plans on the system (plan name, EIN, etc.)]
    • 5500 Enterprise Report  [Download into Excel information for all plans most recent 5500 filing and status]
    • All 5500s (Select Provisions) [Option for current and prior year to download into Excel participant counts, total plan assets and more.]
  • Downloads
    • Blank Checklists
    • Blank Adoption Agreements for Prototype-Style Plans
    • IRS Letters for Pre-approved Plans
    • ftwilliam.com Signed Amendments for Pre-approved Plans
    • Print Blank GUST Documents
    • List of Approved Outside Trust Agreements - PPA
    • Plan Limit Table
    • Download Document Schema
    • All Portal User Messages
  • Administrative Tasks (Master/Designated Admin Users Only)
    • Portal/Workflow
      • Global Email Settings
      • Edit Module Admins
      • Portal Branding
      • Portal Correspondence
      • Edit Contact Types
      • Edit Document Classifications
      • Edit Folder List
      • View Portal Data Usage
    • Create Custom Checklist Edit Checks
    • Global Document File Names
    • Global Document Print Settings
    • SAR/AFN Print Settings
    • Defaults
      • SAR/AFN/8955-SSA Defaults
      • ZZZ-Defaults
      • Default Online Annual Questionnaire
      • Default Portal Document SplitZip File Format
    • Account Profile [Place for Master Admin User Only to update Company Profile.]
    • Logged in Users
    • Divisions [Place for Master Admin User Only to set-up containers which hold one or more companies (Plan Sponsors).]
    • Users [Set permissions for users, log-in and password information.]
    • View Online Usage Agreement
  • Support:
    • Help Center
    • Contact Us
    • Suggestion Box
    • User Guides [Provides access to all user guides for the various modules.]
    • Client Portal Help
    • 5500 FAQs
    • Post PPA Reference Guide
    • Email and Tech Updates
  • TAG (Technical Answer Group)
  • RTO Benefits
  • Logout

After log-in, users will be taken to the "Home" page where users can:

• View a list of all company and plans associated with the account
• Add Company
• Add Plan
• Search for a Company and/or Plan
• Access various Batch services
• Access ftwPortal Pro (if part of the account subscription)
• Upload Company and Plan data in mass.
• Review email/technical updates

First-time ftwilliam.com users will need to add a company to get started. To do so, select the "Add Company" button from the home screen. This will redirect to a new window where users can either enter their company and EIN and proceed, or use the EIN lookup to enter the company name and state to locate the EIN. 

Once the "Add Company" button is selected, the 55AutoFill feature will ask if users would like to import company information from 5500 form filings where available. Selecting the hyperlink provided will import all available data related to the EIN and plans listed. This information will automatically be imported for your use, even if you did not use our software in any previous year (Patent pending).

The Plan Search box allows quick searches for a Company or Plan using one or a combination of:

• Company Name
• Plan Name
• Company ID
• Plan ID

Partial matches are supported, so typing the first few unique characters of a name will display all matching results, often enough to locate the desired Company or Plan.

For advanced searches, click the Advanced button.

This provides additional search options, including

• Employer Identification Number (EIN)
• Plan Number
• Plan Type (a drop down menu populates with the different checklist options)
• Plan Year End
• MEP/PEP (a drop down menu populates with the selection of Master, Adopting Plan, Both)
• 5500 Admin
• Document Admin
• Compliance Admin

The advanced search also includes an option to display plans with all modules marked as "No" for "Resp" on the Edit Plan screen. Note: Plans marked as "No" for "Resp" across all modules are hidden from Plan Search results unless the Show Non-Resp Plans box is checked.

To hide the Advanced search options, click the Simple button in the bottom right of the Plan search window.

The large Search Results box below the Plan Search box offers quick access to software modules for any plan. Use the drop-down menu next to Edit Plan or click the Plan Name to access the available modules listed below it.

By default, the Search Results box displays all companies and plans. To refine the list, refer to the Plan Search instructions above.

From the "Home" screen, select a Company or Plan to access the "Edit Company" screen, purchased modules, or the "Edit Plan" screen.  First-time users will need to add a Company and Plan before proceeding. The available plan types depend on the subscriptions with ftwilliam.com.

1. Listings that only show the "Edit Company" button do not have any associated plans, as seen in the 'Sample Company' example in the screenshot below.
2. Clicking on a plan name will expand its details, displaying quick-access buttons for the available modules.

Users can update Company/Sponsor information (including company/sponsor name, address, etc.) on the Edit Company page. On this page, there is also a box at the top of the page that will also update any future and unlocked 5500s and 8955-SSAs or 1099s with updated company/sponsor data for a particular filing year. Be sure to click on "Update" after checking the box to ensure the changes are reflected correctly. 

Once users have completed any necessary updates to the "Edit Company" screen, an existing plan may be selected from the dropdown menu below the company name or a new plan may either be added via the "Add Plan" link from within the "Company Menu" box.

This will redirect to the "Edit Plan" screen. The "Edit Plan" screen allows users to update the online checklist for plan documents, if applicable as well as access other modules activated on the account. 

Users can change the Plan Name in the ftwilliam.com system from the "Edit Plan" screen. In the "Plan Checklist" box, click on "A. General Information". Users can edit the plan name on Lines 2a and 2b. The system automatically updates the checklist once the user clicks out of the fields.

On the "Edit Plan" screen, the "Show History" link is a useful feature located below the "Plan Menu" near the upper-right corner of the screen, as highlighted in the image below.

Clicking on the "Show History" link opens the "History" screen, shown in the example below. This example displays a plan with 5500 and ftwPortal Pro data only. If a plan document had been added, changes to the plan checklist would also appear here.

This screen records activity details associated with the plan. For example, if the draft screen of a 5500 filing has been viewed, the date and time will be noted as "Viewed." Similarly, if a 5500 return/report is locked, it will appear in the history as "Locked."