Logging In

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