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The Default Plan feature allows you to streamline adding plans by designating a specific company and plan(s) as your primary choice. You can create an unlimited number of default plan checklists for the same plan type. For example, you can have mu...
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When using the "Add Plan" feature, the defaults you have selected in the ZZZ-Default Plan for a particular checklist can be automatically populated. In addition, any checklist that is converted from a Misc. (1099, 5500, or Compliance) checklist to...
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The Workflow Grid is located in the Compliance Menu, under “Tools/Settings”, by clicking “Workflow”. This is a global grid, listing each plan under a customer’s account to which a year end has been added in the Compliance software and showing ...
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2025 Instructions for Form 8955-SSA
Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits View Official Instructions | View IRS FAQs Regarding Form 8955-SSA
Table of Contents
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Created On: 01/15/2026
in Managed Services
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Global Email Settings determine how ftwilliam.com sends emails for each module (e.g., 5500, Documents), including invitations, reminders, signature requests, and automated confirmations. Configure these settings per module tab .
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Instructions for Form 720 Quarterly Federal Excise Tax Return
(Rev. March 2026) View Official IRS Instructions | View IRS webpage "Application of the Patient
Centered Outcomes Research Trust Fund Fee to Common Types of Health Coverage or ...