ftwilliam.com Software User Guide

Classification

A setting used in a communication to control which portal users can see a document. This is based on permission settings found in the Edit Portal User screen for each individual.

Communication

A message containing one or more documents sent to portal users that is linked to a specific plan. These are sent through the plan dashboard, the documents module, or batching tools like Docprint or Portal Documents. Communications sent through other tools, like census batch or 5500s, wont appear on the portal dashboards.

Contact Type

A label that gives portal users specific access to different parts of the system. Each user is assigned a contact type, which controls what they can see or do within the portal. If no custom type is chosen, the system uses a default. Your firm can also create custom contact types.

Direct Message

Also called a DM, this is a private message sent to or from a portal user that isnt tied to a specific plan. These messages appear on the ftwPortal Pro Global Dashboard and in the portal users inbox.

Folders

Custom sections that help organize documents and messages in a portal users view. Folders can also include subfolders for more detailed sorting.

MeF

The IRS' online system for submitting Form 5330 electronically.

Modernized E-Filing System (MeF)

The IRS' online system for submitting Form 5330 electronically.

Portal Global Dashboard

A central dashboard that shows all portal users, communications, and direct messages for the entire account. It also displays outstanding tasks, message replies, and the status of Census Batches (if your firm uses the Compliance module).

Portal Plan Level Dashboard

A dashboard for a specific plan. It shows all portal users and communications related to that plan. This is where you create communications. You can also send Direct Messages here, but they wont appear in the plans communication list.

Portal User

A client of your firm who logs into the sponsor portal to sign or submit documents, such as e-filings, back to the firm or TPA managing the retirement plan.

Sponsor Portal

Also called the client portal, this is where portal users log in to view and respond to items sent by your firm.

Standard User

Also referred to as a User, is a person who logs into the ftwilliam.com software to create forms, documents, or communications for portal users. This person uses a company code, login name, and password to access the system.

User

Also referred to as Standard User, is a person who logs into the ftwilliam.com software to create forms, documents, or communications for portal users. This person uses a company code, login name, and password to access the system.

Glossary

C

D

F

M

P

S

U