Popular Articles

  1. FTW Step 5: Conversion Data for the Conversion Year

    Conversion date - Ensure your conversion data is as of the Conversion Date discussed in Step 2 above, one day prior to the Replication Year or for a start-up plan, one day prior to the plan's effective date. Conversion format - On the Cen...
  2. Clone and Split Distribution

    Clone/Split Distributions Video The system is able to create a split distribution upon request. This is used when a participant wishes to receive their distribution in two different forms. For example, taking half of their distribution as a ca...
  3. 1.1. Loan Module Setup - Sources

    You first need to add a loan fund as an investment account. Select: ' Plan Specifications', then Edit' . Click the ‘Work with Sources/Investment Accounts’ link. Select 'Yes' for 'Use Investment Accounts to track Participant balances'. You should se...
  4. How Do I Add Attachments to the 5500?

    Start editing the 5500 as outlined in  How do I Complete the 5500? . Click the 'Upload Attachments' link under the "I'm Done" button in the upper left corner of the page. To upload an attachment, select the attachment type, select your attachme...
  5. Uploading Data to 8955 - SSA - Single Plan

    8955- SSA Page 1 Upload   Top Do not click on "Add Form 8955 - SSA." First, within the "8955 - SSA" box, click on the "Upload" link. You will be directed to the "8955 - SSA Upload Menu" screen where you would click on "Page 1 CSV Upload (P...
  6. QS Part 1: Log-in and Access Compliance Module

  7. How to Provide Portal Users Access to Complete the Census within the Portal

    Portal User permissions for the Compliance module may be accessed from within the Compliance module as shown below or from the Edit Portal User screen under the Compliance tab within the Portal Module.  From within the Compliance Module under the...
  8. How to Post a Batch Annual Notice to the Portal

    Note : You do have to subscribe to the Documents Module and ‘ftwPortal Pro’ to post annual notices. To batch generate batch Annual Notices, select the Wolters Kluwer logo >Batches>DocPrint :    In the DocPrint menu you will first need to creat...
  9. How to Test the Global Email Settings for 'Preparer's Email Program'

    It is recommended that you test your settings before you begin sending invitations to the portal. To test the 5500 Module settings, you would go to the “Global Email Settings” screen and click on “Edit” to the right of either “Invite Signers” or “...
  10. How to Edit or Clone Default Email Templates and Reminders

    To access default language for a particular email, click on 'Edit' in the 'Select an Email to Edit' box for the message type you want to view. Note : You should select the appropriate tab for the software type you are working on (5500s, Complianc...