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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 - 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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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. -
5.3. Loans
Created On: 12/04/2024 in DC Compliance Compliance Quick Start Guide QS Part 5: Compliance Menu - TransactionsDetailed instructions for tracking loans using the ftwilliam.com compliance software are in the User Guide or the loan module user guide. ... -
5.2. Vendor Uploads
Created On: 12/04/2024 in DC Compliance Compliance Quick Start Guide QS Part 5: Compliance Menu - TransactionsIf the plan assets are with a vendor that ftwilliam.com has an upload link for, you can go to that vendor’s TPA website and download a transaction file for the period you want. If you have added the vendor and the plan ID (under Plan Specifications/... -
5.1. Transactions/Statements
Created On: 12/04/2024 in DC Compliance Compliance Quick Start Guide QS Part 5: Compliance Menu - TransactionsAll batches, whether added manually, from allocations, or via upload, will go to the “Pending Batches” area. From there you can edit them, delete them or post them; only when posted does the information feed to participant statements and financial r... -
QS Part 5: Compliance Menu - Transactions
Created On: 12/04/2024 in DC Compliance Compliance Quick Start Guide QS Part 5: Compliance Menu - TransactionsAll of the following are done from the “Transactions” option in the Compliance Menu at the top right of the screen or the side tabs. This part of the software is where you can import or add information about participant account balances and financia... -
4.7. Client Package
Created On: 12/04/2024 in DC Compliance Compliance Quick Start Guide QS Part 4: Compliance Menu – TasksThere are three options relating to the client package on the top right of the Compliance Tasks block – “Select Reports”, and “Print Package - Word or PDF”. Clicking the select reports option allows you to select which reports to include in the clie... -
4.6. Top Heavy Test
Created On: 12/04/2024 in DC Compliance Compliance Quick Start Guide QS Part 4: Compliance Menu – TasksQ.S. Tip: Transactions must be posted to perform the Top Heavy Test, therefore, complete Step 5 then return to Step 4.6. To determine if the plan will be top heavy for the next plan year, run the Top Heavy Test. Expand the Top Heavy Test s... -
4.5. General Test
Created On: 12/04/2024 in DC Compliance Compliance Quick Start Guide QS Part 4: Compliance Menu – TasksQ.S. Tip: For a New Comparability PS allocation you can enter the percentage or dollar amount desired for each of the allocation groups in the Allocation Task. There’s an “Autosolve Skip” option that should only be set to Yes when you want to th...
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