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Created On: 03/19/2026
in Documents User Guide
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Our Post Year-End Compliance Amendment provides support with certain nondiscrimination testing corrections that can be made retroactively. This includes addressing failures under IRC Section § 1.401(a)(4) or § 410(b) by utilizing the corrective am...
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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 S...
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IRS Required Amendments - are updates mandated by the IRS to ensure compliance with current regulations. Our pre-approved documents will include a tack-on amendment, while any new documents generated after the release of an IRS required amendmen...
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Follow the steps below to prepare, customize, and save a discretionary plan amendment using the Amendment template. The Amendment template will include the following documents: Consent: If required by the employer, this section provides a con...
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Created On: 03/09/2026
in Documents User Guide
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When you are ready to generate your plan documents from the software, follow the steps below to select, manage, and print your documents efficiently. Accessing the Print Plan Documents Page: You can access the print Plan Documents page in two ...
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The Global Edit Filenames feature allows users to customize file naming conventions across your entire organization or within specific divisions. When using the “Do with selected” option on the print Plan Document page, users can easily apply file...
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Global Document Print Settings provide centralized control over how documents are printed. Configured by Master and Designated Admin users, these settings ensure consistency and compliance by applying uniform print preferences across all documents...