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This guide explains the features and settings available within a batch. Before proceeding, see How to Create and Submit an 8955-SSA Batch for batch creation instructions.
To use batch features:
Add plans to the batch using Select ...
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The Form 5330, 2848, 8821, 8822-B, 56, 8868 and 720 can be completed by clicking on the link that corresponds to the form under the "DRAFT-EDIT" column in the "Other Forms" box. The forms are completed just like any other 5500 form. Data is...
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Last Updated: 09/12/2024
in 1099 User Guide 945 Forms To learn more about the form, refer to the Form 945 Instructions under Purpose of Form 945 . Note: Users are responsible for paper filing the Form 945s; it is not included in the Fulfillment Services offered by ftwilliam.com. Tip. Companies...
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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 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...
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This section presents the condensed general process, scenarios for various situations, and helpful hints. A. General Process This is a summary of the general process for every proposal. The additional scenarios below use this general process, al...
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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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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...
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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/...