-
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...
-
This function will set up who will be signing the Form 5500 and/or making changes to the Form 5500 filing via the portal (editing the form via the portal and/or uploading files via the portal). You will assign each user a username, password and email...
-
If you chose to use our fulfillment service and later discover an error, then you will have to create a new batch. While creating the new batch, make sure to check the box "Amended batch?*". When you are brought to the select plan screen, you will...
-
In order to perform error checking on your forms, you must click on the "???" underneath the "STATUS" column in the "PBGC - Year" box. Once you have clicked on "???" you will be directed to a new window displaying the edit checks that your form did...
-
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...
-
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...
-
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...
-
The software allows you to select a package of reports and statements that you can send to your client; this section of the User Guide describes how to customize this package. The steps in the process are as follows: Create one or more custom s...
-
The 8955-SSA Export Menu enables users to calculate data pertinent to the Form 8955-SSA and export that data directly from the Compliance Menu to the 5500 System. The system uses the following data to determine who should be on the SSA (as applic...
-
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...