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If you are setting up a new plan the first step on this page is to select the census grid for the participant data that you will be uploading. Click on the “Change” link to select, edit or change the Current Census Grid. From the drop-down box highl...
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Clicking on "General Test" bar from the Tasks page will expand the "General Test Parameters". Here you can enter details about how the general test should be handled in the plan. The General Test options affect the rate group test, average benef...
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Click here for help troubleshooting top heavy testing. Set Top Heavy Test Parameters Clicking on "Top Heavy Test" bar from the Tasks page will expand the Top Heavy Parameters. The Top Heavy calculations are run at the end of an annual cycle a...
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After you have all transactional data in the Transactions menu, you will be ready to run statements or other transactional reports. Statements and reports are located either from the Compliance Menu – Transactions – Reports/Statements or by pressing...
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Clicking the 5500 Data Report option will provide information for the participant count fields for the plan’s Form 5500/5500-SF/5500-EZ. The 5500 Participant Summary grid provides the actual numbers. When you click the “Download 5500 Participant...
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You can design your own styles and save them as options for future selection for individual plans, modify the default client letter and add custom language in global settings. Set Default Client Letter Click on the “Global Printing Parameters” ...
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Overview Users may combine non-ftwilliam.com (non-ftw) summary testing data with plans in ftwilliam.com (FTW) by entering the applicable non-ftw data in either the Combined Test Parameters page and/or ADP/ACP Test Parameters screen, so that those e...
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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...
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Last Updated: 12/04/2024
in Distributions Setting Up DTS 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...
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Time-Based Notifications Step 1: Locate the “Notification Manager” via the “Module Options” button on the plan level dashboard. This can also be located via the “Wolters Kluwer” button on the homepage after login. Keep in mind that notifications ...