-
-
- 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 Copy As
- Printing Copies of Form 1099
- Preparing a batch - ftwPro 1099Wiz
- 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
- Corrections for paper copies
- 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
-
-
-
- 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
-
- 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
-
- Completing an 8955-SSA
- How to Create and Submit an 8955-SSA Batch
- 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
-
-
-
-
-
- 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
-
-
-
-
-
-
- 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
-
-
-
-
-
-
-
- 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
-
- 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
-
- 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
-
Part 2: Create a New Loan in the Loan Module.
Created On: 12/04/2024 in DC Compliance Compliance Loan User Guide Part 2: Create a New Loan in the Loan Module.All of the first links shown are from the Plan Compliance Menu, the homepage for the compliance software, at the top right of the home screen. Note that the loan module is separate from the Transactions/Statement Menu until you post loans, payments... -
1.2. Loan Module Setup - Investment Accounts.
Click the ‘Work with Investment Accounts link. On the Inv Account Setup screen, add a loan fund as an investment option. Suggested Account ID is 'Loan', 'Account Name' and 'Account Description' can both be 'Loan Fund'. Whatever you enter as the ac... -
1.1. Loan Module Setup - Sources
You first need to add a loan fund as an investment account. Select: ' Plan Specifications', then Edit' . Click the ‘Work with Sources/Investment Accounts’ link. Select 'Yes' for 'Use Investment Accounts to track Participant balances'. You should se... -
Part 1: Loan Module Set-up
All of the first links shown are from the Plan Compliance Menu, the homepage for the compliance software, at the top right of the home screen. Prior to working in the loan module, you should set-up loan distribution hierarchies for sources and inve... -
Loan Module User Guide
This guide is meant to give a quick tour of the Loan Module in the ftwilliam.com compliance software. Contact support@ftwilliam.com or call (800) 596-0714 with specific questions. Q.S. Tip: If you use the ftwilliam.com document software, th... -
QS Part 8: Census Grids
-
QS Part 7: Compliance Menu – Tools/Settings
Created On: 12/04/2024 in DC Compliance Compliance Quick Start Guide QS Part 7: Compliance Menu – Tools/SettingsThe following options are available under Tools/Settings: Clone – this option allows you to clone a plan and copy it into another plan; you can just copy plan specifications, or both plan specifications and participant census data. You would first... -
QS Part 6: Compliance Menu - Miscellaneous
Created On: 12/04/2024 in DC Compliance Compliance Quick Start Guide QS Part 6: Compliance Menu - MiscellaneousHere you can access some additional functions in the software, as follows: The 5500 Data Report, which calculates participant counts for the 5500. When you are completing the 5500 there’s an option available to populate the participant count field... -
5.5. Reports
Created On: 12/04/2024 in DC Compliance Compliance Quick Start Guide QS Part 5: Compliance Menu - TransactionsAll transaction batches need to be posted for the data to feed to the financial reports, participant statements, and other software calculations. You can select the date range for statements and reports at the top of the Transactions /Statements scr... -
5.4. Participant Transactions
Created On: 12/04/2024 in DC Compliance Compliance Quick Start Guide QS Part 5: Compliance Menu - TransactionsThis screen allows you to select a single participant and view all transactions associated with that participant, either pending transactions, posted transactions, or all.
Copyright © 2024 Wolters Kluwer N.V. and/or its subsidiaries. All rights reserved.
Made with KnowledgeOwl
Made with KnowledgeOwl