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You may permanently remove an Attachment by selecting "Attachments" under the "DRAFT-EDIT" column of the "5500 - Year" box. On the "Upload Menu" screen, choose the attachment you want to delete from the drop-down list within the "Delete Attachment" ...
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Guide to Information Returns If any date shown falls on a Saturday, Sunday, or legal holiday in the District of Columbia or where the return is to be filed, the due date is the next business day. Leap years do not impact the due date. See...
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Last Updated: 10/29/2024
in DC Compliance
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Breadcrumbs are located at the top left of every page in ftwilliam.com. Clicking on any part of the breadcrumb will take the user back to that part of the software. ...
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This section contains the vendor selection, which is used if transactions from a specific vendor are being uploaded into the system. It is also where the “Work with Sources/Inv Accounts” link is found. Financial data import vendor Press the dro...
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Creating Distribution and Loan Records Video There are two ways to create a distribution from the TPA side. You can either click the “Start Distribution” button on the plan level dashboard or you can click the menu icon on the participant dashb...
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ftwilliam.com has integration with the following Rollover Providers: In the DTS specifications for your plan, you can indicate which Rollover Provider the plan uses. Once you’ve collected data for all of your distribution records, simply selec...
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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...
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Email/Server Settings . Top There are two options: Preparer's Email Program - Users that choose this option, the email invitation will come from the email program (i.e. Outlook, Thunderbird Lotus Notes, etc.) that is loaded onto the co...
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The 5500 module allows for users to mass edit check as well as lock or unlock 5500/EZ/SF filings. To access this feature, navigate to the Wolters Kluwer Logo> Batches> 5500 Batch/Workflow. From here, select the applicable year from the dropdown menu...