Popular Articles

  1. Accessing and Preparing 1099 Module Forms for Printing

    Accessing the Print Features: The Print Menu on the main "Form 1099 - Year" screen is where users select printing options and print forms. This menu is organized into three columns: IRS Copies , Other Copies , and Reports . Selecting Payee...
  2. 1.2. Select/Add New Company and/or Plan

    First time ftwilliam.com users may need to add a company and plan to get started. Click  here  to review instructions to Select/Add/Delete Companies and Plans. ...
  3. 5.5. Other Import/Export/Reports

    Other Import/Export/Reports can be accessed from the Compliance Menu by hovering over Census and selecting Other Import/Export/Reports or from within the Census screen, by clicking the Other Import/Export/Report link. Click  here  for more informat...
  4. 9.3. Print Settings

    From the Compliance Menu, hover over “Tools/Settings” à “Print Setting”, then press either “Plan Level” or “Global”. The “Global” settings can also be accessed from the top of the “Select Printing Parameters” page by clicking on the link “Global Pri...
  5. 10.4. Recalculate Initial Eligibility

    In the first plan year of the system, to have the system recalculate initial eligibility on a global basis, simply reupload the census, setting "Reset Entry Dates" to yes from within the Census Upload box. Then run the data scrub. Review the "Eligib...
  6. 10.16. Davis Bacon

    Non-elective Davis Bacon Contributions Plan Specifications First, we need to verify that the plan is setup properly to permit Nonelective Davis Bacon contributions. From the main Compliance Menu, go to Plan Specifications and expand Contribution...
  7. Quick Start Guide

    This guide is intended to give a quick tour of how the ftwilliam.com DB Proposal Module works. If you have additional questions, please contact support by clicking the drop-down box in the upper right corner of the software that displays your userna...
  8. 3.2. Upload Census Data

    Once you have selected the primary census grid, to load census data into the software, select Census=>Download=>Current.  Open the spreadsheet and save it on your hard drive as a .csv file, then either key data into the worksheet, or copy and past...
  9. 5.1. Transactions/Statements

    All 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...
  10. 5.2. Vendor Uploads

    If 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/...