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Click here to watch a tutorial on enabling global print settings for default print style and page orientation for your company code's report suite, as well as the functionality at the global level and impact on the plan level print settings. ...
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Click here to watch a short two and a half minute video on LTPT and Former LTPT vesting calculations.
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Click here to view the recording of the webinar! ...
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This video covers uploading vendor files, general navigation of the transactions screen, top heavy testing, print settings, client package and miscellaneous features. ...
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This video covers the tasks within the compliance module including scrub/eligibility, calculating employer contributions and testing. ...
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This video covers creating a company/plan, general navigation, support resources, plan specifications and census. ...
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Created On: 09/30/2026
in Compliance 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 Compliance 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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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...