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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...
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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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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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There are three options relating to the client package on the top right of the Compliance Tasks block – “Select Reports”, and “Print Package - Word or PDF”. Clicking the select reports option allows you to select which reports to include in the clie...
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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...
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If you wish to reply to an existing message, click the 'Reply' button in the 'Message Information' pane as described in How Do I View a Message I Received? . If you wish to start a new message, you can do so by clicking on the 'Send Message' menu...
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To upload the Census Worksheet, you can either select the option from your ToDo list. Or by selecting your plan and clicking the 'Upload Census Worksheet' link / button on the left side of the page. Click the 'Browse...' button to select your...
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Last Updated: 12/19/2024
in 5500 User Guide FAQ's
Table of Contents Q1: Amending a Filing Q2: Prior Year Filings Q2a: Amending a Prior Year 5500-SF for a One-Participant or Foreign Plan Q2b: Amending a Prior Year 5500-EZ Q3: Notices from IRS (CP 403 and CP 406 Notices) - Deli...
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If you subscribe to both the Documents and Portal modules you may use the "Publish to Portal" option found on the "Print Plan Documents " screen to post files to the Portal. To begin, select the Plan Documents module and indicate the items yo...