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- How to Manually Enter Payer Data
- How to Batch Import Payer Taxpayer Identification Numbers (TINs)
- How to manually enter payee/participant data
- How to batch import payee/participant data
- Edit Checking
- Form 945
- Preparing a 945 batch - ftwPro 945Wiz
- Accessing and Preparing 1099 Module Forms for Printing
- Printing Form 1096
- Printing Copies of Form 1099
- ftwilliam.com's fulfillment service
- ftwilliam.com's state fulfillment service
- 1099 State Help: SmartCharts and technical documents
- Checking on your fulfillment - Completion Dates
- Preparing a .txt file for the FIRE website
- Corrections for batch submitted forms
- Correction for Payer TIN
- Copying Data From a Prior Year
- Rolling over data from a prior year
- A list of Foreign County Codes
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- Add Forms and Schedules
- Adding Summary Annual Report or Annual Funding Notice
- Enter Information on a Form 5500 schedule
- Saving Changes
- Consulting Official DOL Instructions
- Edit Checks
- Print All FINAL Schedules (Print Options)
- Upload and Download Center
- Deleting a Form 5500 Schedule
- Deleting an Attachment
- Inviting Portal Users to the Portal to Edit, Review and/or Upload Attachments
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- Global Email Settings
- Email/Server Settings
- Portal Email Default Templates
- Portal Branding
- Portal Correspondence
- Go to 5500 Forms.
- Work with Signers/Portal Users
- 5500 > [Year] Screen
- Batch/Workflow
- Bring forward (prior year) data to (current year) for all plans
- Bring forward (prior year) signers to (current year) for all plans
- 5500 Workflow Grid; Batch Invite 5500/SF; Admin Summary Status
- Batch SAR and Batch Annual Funding Notice
- How To Complete Batch Local Sign
- Batch 5558
- Batch Lock 5500
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- Completing an 8955-SSA
- How to Create and Submit an 8955-SSA Batch
- Uploading Data to 8955 - SSA - Single Plan
- Uploading Data to 8955-SSA - Batch (for multiple plans)
- 8955-SSA Batch Features
- How to Set Up and Allow for E-Filing of Form 8955-SSA by a Portal User
- How to Amend the Form 8955-SSA
- Printing
- Fulfillment
- Portal E-File
- Download FIRE Files
- How to Set Up the Client Letter for Form 8955-SSA
- How to Use the Most Current Form 8955-SSA for Prior Years
- How to Mask SSNs on the Form 8955-SSA and Participant Statements
- Participant Statements
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- FTW Step 2: Establish the Conversion Year & Date
- FTW Step 3: Populate Plan Specifications in the Conversion Year
- FTW Step 4: Verify the Primary Grid in the Conversion Year
- FTW Step 5: Conversion Data for the Conversion Year
- FTW Step 6: Additional Conversion Data & Compensation History
- FTW Step 7: Run Scrub for Conversion Year
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- 10.1. Use of the system for the first testing year
- 10.2. Use of ftwilliam.com Compliance system after the first year the plan is on the system
- 10.3. Eligibility History
- 10.4. Recalculate Initial Eligibility
- 10.5. Plan Aggregation
- 10.6. Aggregation of non-ftw plan with ftw plans
- 10.7. Disaggregation
- 10.8. HCE Determinations
- 10.9. Top Heavy
- 10.10. Compensation - Including Calculations for Self Employed Individuals
- 10.11. Overrides
- 10.12. Excluding a Class of Employees
- 10.13. Vesting
- 10.14. Age Weighted Allocations
- 10.15. JH Rate of Return
- 10.16. Davis Bacon
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- Setting up Global Email Settings
- Setting Up Global Email Settings for Divisions
- How to Test the Global Email Settings for 'Specify a Server'
- How to Test the Global Email Settings for 'Preparer's Email Program'
- What SMTP Server Error Messages Mean
- How to Edit or Clone Default Email Templates and Reminders
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- How to Send Documents to the Portal That Were Prepared in ftwilliam.com
- How to Publish a Document to the Portal for E-Signature That Does Not Originate in the FTW Software
- Description of the Client's E-signing Experience
- Sending and Receiving Direct Messages
- Saving Copies of Sent or Received Messages and Communications
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- How Do I Access the Portal?
- How Do I Log into the Portal?
- How Do I Reset My Password?
- How Do I Change My Password?
- How Do I Change My Challenge Questions?
- How Do I Change My Name, Email or Demographics?
- How Do I Find Help on the Portal?
- How Do I View the 5500 / SAR / AFN for My Plan?
- How Do I Sign the 5500?
- How Do I Sign the 5500 Using a Prior Year User ID and PIN?
- How Do I Check the Status of the 5500?
- How Do I Complete the 5500?
- How Do I Add Attachments to the 5500?
- How Do I View a Message I Received?
- How Do I Send a Message?
- How Do I View a Document?
- How Do I Sign a Document?
- How Do I See Who Signed a Document?
- How Do I Download the Annual Questionnaire?
- How Do I Upload the Annual Questionnaire?
- How Do I Download the Census Worksheet?
- How Do I Upload the Census Worksheet?
- How Do I Complete the Online Annual Questionnaire?
- How Do I Download the Online Annual Questionnaire?
- How Do I Mark a Task as Complete?
New Articles
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Annual Notice
Created On: 08/16/2024 in Documents User GuideSelect year end to print. First, select the plan year end you want to work with under the 'Edit Printing Parameters' box. Click "Select Date" to select/update the plan year end shown. Work Flow By clicking on "Work Flow", the user will see... -
PPA Restatement
Created On: 08/16/2024 in Documents User GuideThe PPA Restatement Batch allows the user to convert EGTRRA plans to PPA. Once converted to PPA, the user is able to print the Restatement, along with a Cover Letter, Basic Plan Document (BPD), if applicable, Summary Plan Description (SPD) and Par... -
Document Batches
Created On: 08/16/2024 in Documents User GuideThe Batch feature permits you to print PPA Restatements, Annual Notices, Summary of Benefits and Coverage (SBCs) and Carryover Amendments for all of your clients in a few easy steps. Note: This feature is only available to Annual Document Subscrib... -
Show History
The Show History screen enables you to review all modifications made to plan documents, displaying which user made the changes, when and what changes the user made. Designated Administrative users can also revert changes made to plan document checkl... -
Show History screen
Created On: 08/16/2024 in Documents User GuideThe Show History screen enables you to review all modifications made to plan documents, displaying which user made the changes, when and what changes the user made. Designated Administrative users can also revert changes made to plan document chec... -
Publishing Plan Documents
Created On: 08/16/2024 in Documents User GuideIn the Plan Document module screen, you can print all the relevant forms and documents for the selected plan type. Plan Documents Note: Documents and forms may not generate correctly if the status for any section is "NOT-OK" or "???". If the s... -
Plan Checklists
Created On: 08/16/2024 in Documents User GuideEdit Plan The Edit Plan screen is the home page for each plan and enables you to access each available module for the plan, such as Admin, 5500s, Portal, etc., as well as edit data about the plan itself. In the top left, you will see the basic inf... -
Other Frequently Asked Questions
What is 55Autofill*? 55Autofill* allows you to download all of the prior year's Form 5500 data from the DOL database into the current year's 5500 forms by entering the plan sponsor's EIN number. Where does the information come from that is used ... -
My PAA (PBGC Forms)
Now that you have completed the preparation of your forms, you may electronically file them using the MyPAA. In order to electronically file, you must download the XML file that is generated on the ftwilliam.com website. You will NOT see an option t... -
Printing (PBGC Forms)
Once your forms have been prepared and you see an "OK" status in the "STATUS" column, it is now suitable to being printing and saving your forms. In order to generate a PDF of your forms, you must click on the form name in the "FINAL" column of the ...
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