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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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 “...
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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...