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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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This function will move forward signer data from the prior year to the current year for ALL PLANS. The process may take a couple minutes. NOTE: If signer(s) have already been added for a given plan and year, the bring forward operation will silently...
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Last Updated: 09/12/2024
in 1099 User Guide 945 Forms
To prepare Form 945, click on the "Edit 945" link on the left of the screen; this will open the form to allow you to make any required adjustments. You can also add a Paid Preparer, if applicable, by selecting the preparer from the "Add Paid Prepa...
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Last Updated: 10/29/2024
in DC Compliance
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Batch adding a new plan year ends for subsequent years is done by selecting “Tools/Settings” > “Batch Add Plan Year End” from the Compliance Tasks web page. This option will bring up a pop up box to enter the new plan year end. After selecting t...
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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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Scrub/Eligibility Parameters Click on the Scrub/Eligibility row to expand and view the parameters here. Within this section are the global eligibility overrides, HCE/Key overrides and limit overrides. For specific help on each question within this ...
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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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If you use ftwilliam.com for document purposes, the loan module will only be available if the plan allows for loans. For non-document users, the loan module is always available. Loan Investment and Source Set Up Prior to working in the loan modu...
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Vesting Export Reports There are four vesting report options. The links for these reports are located under Miscellaneous from the Compliance Menu and will become available only after the data scrub has been run. Note: These reports will populate...