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If you are an ftwilliam.com compliance user, you will benefit from the integration between DTS and Compliance. The software gives you the ability to pull data directly from the compliance software into DTS for Plan Terminations, Partial Plan Termina...
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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...
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Portal Users may be added or updated in bulk through the 'Upload Portal Users' interface.
The Upload Portal User interface is accessible from the Global or Plan level Dashboards through the tricolon menu option on the Portal Users Tab.
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Once you would like to invite users to the Portal, you should first lock the filing and add signers under the Work with Signers/Portal Users link from the "Form 5500 - Year" screen. Once the form is locked and signers have been added for the pla...
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Once a filing is locked and a signer is invited to sign, they access the portal via the link you send them with their username and password. When your client logs in to the Portal for the first time, he/she will be prompted to answer three challeng...
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Clicking on the "Batch/Workflow" link within the "5500 Menu" box from the "Form 5500 - Year" screen, brings you to the "5500 Batch/Workflow" menu. You will see the options to Bring forward (prior year) data to (current year) for all plans, Brin...
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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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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 ...