Popular Articles

  1. Email/Server Settings

    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...
  2. How to Mask SSNs on the Form 8955-SSA and Participant Statements

    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 ...
  3. Form 945

    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...
  4. Part 4: Plan Specifications

  5. Part 8: Miscellaneous Tasks

  6. 3.2. Breadcrumbs

    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. ...
  7. 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...
  8. Creating a Distribution Record

    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...
  9. 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...
  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/...