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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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Note: A subscription to both the Compliance Software and Portal is needed to use the batch features. ‘Specify a Server’ will need to be set up within the Compliance tab of the global email settings to send a communication to portal users.
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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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On the Portal Branding page, you may customize the look of the portal with your company's logo and corporate colors, so your clients feel like they are accessing your website and not ftwilliam.com's. Portal Page Icon and Title: The fav...
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The Compliance Menu is located in the upper right hand corner of the screen in the Compliance Module. This menu can be found in all of the main pages throughout the Compliance Module and is a handy way to navigate to any page, from any page. The...
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This section contains the basic information about the plan such as the plan type, plan year begin date, plan year end and original effective date. It also contains the permitted contribution sources and compensation options. For the first plan year ...
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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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There are several ways to add transaction batches to the Transaction Batches box: Adding a manual batch. Creating batches from allocations you have previously run. Uploading a file from the asset custodian. Using the loan module and adding loan...
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With the click of a button, the system will copy the contributions uploaded into the transaction system to census for testing and reporting. After transaction batches have been posted, a link “Create $xx.xx Allocations” will appear under “Alloc. ...
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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...