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- How to Manually Enter Payer Data
- How to Batch Import Payer Taxpayer Identification Numbers (TINs)
- How to manually enter payee/participant data
- How to batch import payee/participant data
- Edit Checking
- Form 945
- Preparing a 945 batch - ftwPro 945Wiz
- Accessing and Preparing 1099 Module Forms for Printing
- Printing Form 1096
- Printing Copies of Form 1099
- ftwilliam.com's fulfillment service
- ftwilliam.com's state fulfillment service
- 1099 State Help: SmartCharts and technical documents
- Checking on your fulfillment - Completion Dates
- Preparing a .txt file for the FIRE website
- Corrections for batch submitted forms
- Correction for Payer TIN
- Copying Data From a Prior Year
- Rolling over data from a prior year
- A list of Foreign County Codes
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- Add Forms and Schedules
- Adding Summary Annual Report or Annual Funding Notice
- Enter Information on a Form 5500 schedule
- Saving Changes
- Consulting Official DOL Instructions
- Edit Checks
- Print All FINAL Schedules (Print Options)
- Upload and Download Center
- Deleting a Form 5500 Schedule
- Deleting an Attachment
- Inviting Portal Users to the Portal to Edit, Review and/or Upload Attachments
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- Global Email Settings
- Email/Server Settings
- Portal Email Default Templates
- Portal Branding
- Portal Correspondence
- Go to 5500 Forms.
- Work with Signers/Portal Users
- 5500 > [Year] Screen
- Batch/Workflow
- Bring forward (prior year) data to (current year) for all plans
- Bring forward (prior year) signers to (current year) for all plans
- 5500 Workflow Grid; Batch Invite 5500/SF; Admin Summary Status
- Batch SAR and Batch Annual Funding Notice
- How To Complete Batch Local Sign
- Batch 5558
- Batch Lock 5500
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- Completing an 8955-SSA
- How to Create and Submit an 8955-SSA Batch
- Uploading Data to 8955-SSA - Batch (for multiple plans)
- 8955-SSA Batch Features
- How to Set Up and Allow for E-Filing of Form 8955-SSA by a Portal User
- How to Amend the Form 8955-SSA
- Printing
- Fulfillment
- Portal E-File
- Download FIRE Files
- How to Set Up the Client Letter for Form 8955-SSA
- How to Use the Most Current Form 8955-SSA for Prior Years
- How to Mask SSNs on the Form 8955-SSA and Participant Statements
- Participant Statements
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- FTW Step 2: Establish the Conversion Year & Date
- FTW Step 3: Populate Plan Specifications in the Conversion Year
- FTW Step 4: Verify the Primary Grid in the Conversion Year
- FTW Step 5: Conversion Data for the Conversion Year
- FTW Step 6: Additional Conversion Data & Compensation History
- FTW Step 7: Run Scrub for Conversion Year
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- 10.1. Use of the system for the first testing year
- 10.2. Use of ftwilliam.com Compliance system after the first year the plan is on the system
- 10.3. Eligibility History
- 10.4. Recalculate Initial Eligibility
- 10.5. Plan Aggregation
- 10.6. Aggregation of non-ftw plan with ftw plans
- 10.7. Disaggregation
- 10.8. HCE Determinations
- 10.9. Top Heavy
- 10.10. Compensation - Including Calculations for Self Employed Individuals
- 10.11. Overrides
- 10.12. Excluding a Class of Employees
- 10.13. Vesting
- 10.14. Age Weighted Allocations
- 10.15. JH Rate of Return
- 10.16. Davis Bacon
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- Setting up Global Email Settings
- Setting Up Global Email Settings for Divisions
- How to Test the Global Email Settings for 'Specify a Server'
- How to Test the Global Email Settings for 'Preparer's Email Program'
- What SMTP Server Error Messages Mean
- How to Edit or Clone Default Email Templates and Reminders
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- How to Send Documents to the Portal That Were Prepared in ftwilliam.com
- How to Publish a Document to the Portal for E-Signature That Does Not Originate in the FTW Software
- Description of the Client's E-signing Experience
- Sending and Receiving Direct Messages
- Saving Copies of Sent or Received Messages and Communications
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- How Do I Access the Portal?
- How Do I Log into the Portal?
- How Do I Reset My Password?
- How Do I Change My Password?
- How Do I Change My Challenge Questions?
- How Do I Change My Name, Email or Demographics?
- How Do I Find Help on the Portal?
- How Do I View the 5500 / SAR / AFN for My Plan?
- How Do I Sign the 5500?
- How Do I Sign the 5500 Using a Prior Year User ID and PIN?
- How Do I Check the Status of the 5500?
- How Do I Complete the 5500?
- How Do I Add Attachments to the 5500?
- How Do I View a Message I Received?
- How Do I Send a Message?
- How Do I View a Document?
- How Do I Sign a Document?
- How Do I See Who Signed a Document?
- How Do I Download the Annual Questionnaire?
- How Do I Upload the Annual Questionnaire?
- How Do I Download the Census Worksheet?
- How Do I Upload the Census Worksheet?
- How Do I Complete the Online Annual Questionnaire?
- How Do I Download the Online Annual Questionnaire?
- How Do I Mark a Task as Complete?
Popular Articles
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10.4. Recalculate Initial Eligibility
In the first plan year of the system, to have the system recalculate initial eligibility on a global basis, simply reupload the census, setting "Reset Entry Dates" to yes from within the Census Upload box. Then run the data scrub. Review the "Eligib... -
10.9. Top Heavy
The system will calculate the top heavy status of the plan for the following plan year. In order to determine top heavy status, the system needs to calculate who is a key employee and know the value of such key employees” accounts as of the applicab... -
FTW Step 12: Year-End Processing & Compliance Testing
Last Updated: 10/30/2024 in DB Compliance User Guide Detailed Step-by-Step Process REPLICATION YEAR & ONGOING YEARS (Steps 8 - 12)Prior to running compliance tests: For EOY valuations: Be sure data for the DB plan through year-end is already current. This should already include combo plan data from a DC plan per the last section of Step 10 above. If it was not added pr... -
Batch Upload Distribution Specifications
As an alternative to the default specifications, users may also upload specs. This is especially helpful if many of your plans will vary. For example, provider name, portal access and rollover provider may vary by plan. Step 1 : Locate the “Module... -
DTS Access Points
DTS Access Points Video -
4.1. Scrub/Eligibility
Last Updated: 12/04/2024 in DC Compliance Compliance Quick Start Guide QS Part 4: Compliance Menu – TasksQ.S. Tip: If you are uploading employer contributions on the census you do need to set the appropriate override(s) on the Allocation Task screen BEFORE running the data scrub; otherwise the scrub will wipe out the contributions – see 4.2 below. ... -
4.2. Allocation
Last Updated: 12/04/2024 in DC Compliance Compliance Quick Start Guide QS Part 4: Compliance Menu – TasksOnce you have run the data scrub and verified the results you are ready to calculate contributions. Click the “ Allocation” section of the Compliance Tasks block to expand it. Allocation Overrides – here you can set any overrides required. If you... -
4.7. Client Package
Last Updated: 12/04/2024 in DC Compliance Compliance Quick Start Guide QS Part 4: Compliance Menu – TasksThere 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... -
Loan Module User Guide
This guide is meant to give a quick tour of the Loan Module in the ftwilliam.com compliance software. Contact support@ftwilliam.com or call (800) 596-0714 with specific questions. Q.S. Tip: If you use the ftwilliam.com document software, th... -
How Do I Send a Message?
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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