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This article covers how to add a new or existing signer to a 5500 plan. If this is the first year you are completing a 5500 for this client and you need to add a signer to the system as a new portal user. Go to the 5500 ...
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Created On: 03/19/2026
in Documents User Guide Reports
Designated Admin users can access plan document reports from the Wolters Kluwer menu, select Reports, followed by the report you wish to access. Below is a description of each plan document document report available. 1. Company Data - ...
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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 ...