Overview of ftw Proposal Pro

Participant data, calculations and reports are located at the top of the screen. Calculations will be based upon the plan information and specifications that are entered lower on the page.You must first set up your proposal specifications (in the large box titled 'Proposal Specifications') for as many options as you have selected under the "General Information" box and any applicable new comparability groups must be set up under the bottom box ('Profit Sharing - New Comparability Groups'). Then census information can be collected (at the top of the screen).

The proposals must be recalculated each time participant or plan specification data changes.

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