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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...
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In the "Select Printing Parameters" screen are options to add a default cover letter, select a printing style and orientation for this cover letter and each of the reports. Having designed custom styles for the client letter and reports, the nex...
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The system will calculate eligibility based on the plan specifications (age, service and entry dates) set in the Compliance system. For the first year on the system, you will need to enter an earliest date of hire at a minimum to account for service...
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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...
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In the Census tab, the Primary Grid should automatically set to * ftw DB Conversion Standard when it is the first plan year on the system. This is used by the Scrub task to map data appropriately. If you have a custom grid to use or the primary g...
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Last Updated: 12/04/2024
in Distributions Status Manager Status Manager Video If you are a Designated Admin or Master user in your account, you can customize your statuses via the “Module Options” button in the upper right hand corner of the Plan Level Dashboard. The Statuses modal will appear listing ...
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If any of the profit sharing options provide for New Comparability, enter the allocations each group should receive. ...
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Q.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. ...
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After a document has been signed, it will be added to the document list for that plan. See How Do I View a Document? for instructions on how to find the document. After selecting the document, click the 'Signing Information' button to see a list...