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Created On: 09/30/2026
in DB DB Proposal
This guide is intended to give a quick tour of how the ftwilliam.com DB Proposal Module works. If you have additional questions, please contact support by clicking the drop-down box in the upper right corner of the software that displays your user...
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Created On: 09/30/2026
in DB DB Compliance
DB COMPLIANCE USER GUIDE
Training & Reference Guide for Conversion & Ongoing
Summary
Process
Detailed Step-by-Step Process
PLAN DOCUMENT INTEGRATION (Step 1)
FTW Step 1: ftw Plan...
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Created On: 09/30/2026
in DB DB Benefit Calculations
Step 1 - Check the Specifications tab for warnings and update plan provisions as necessary. Step 2 - Add participant data using the Add/Update Data icons on the right-hand side of the page. Step 3 - Enter Proposed Distribution Date(s) in...
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Document Module Depending on your needs, you may either print generated documents or save plan information through available reports. Please review the following resources for instructions: Printing Documents Reports - Document Provis...
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Created On: 08/12/2026
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Created On: 08/12/2026
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Instructions for Form 56 Notice Concerning Fiduciary Relationship
(Rev. June 2026)
View Official IRS Instructions
Table of Contents
General Instructions
Future Developments
Whats New
Photogr...
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IRS FIRE System Retirement and Transition to IRIS
The IRS is retiring the Filing Information Returns Electronically (FIRE) system and transitioning all filers to the Information Returns Intake System (IRIS). This article explains what is chan...
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Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans (Rev. December 2023)
View Official IRS Instructions
Table of Contents
General Instructions
Future Developments...
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To remove a Portal User from the system, you must first remove them from the plan(s) in which they are associated. The user may be edited from either a particular plan via the Global Dashboard. Select the tricolon next to their name and click o...