-
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...
-
Note. SSN Masking is a Global feature that only Master and/or Designated Admin users will be able to access. Users may print a copy of the client letter with the Form 8955-SSA with the SSNs masked by default by clicking on 'Print Client 8955-SSA ...
-
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...
-
Last Updated: 10/29/2024
in DC Compliance
-
Last Updated: 10/29/2024
in DC Compliance
-
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. ...
-
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...
-
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...
-
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...
-
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/...