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The Online Annual Questionnaire can be set to have certain questions marked as required. To mark fields as required, check the ‘Req’ checkbox next to the applicable question on the Online Annual Questionnaire edit form. This requirement can be set...
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Note: You do have to subscribe to the Compliance Software, ‘ ftw Portal Pro’, and have ‘Specify a Server’ set up to post annual questionnaire batches. Please also know this is an Annual Questionnaire that is uploaded from your files to the sof...
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To set up Portal Branding for Divisions, the Master Admin User must first set up Divisions. Once Divisions have been set up, the Master Admin User or a Designated Admin will be able to set up division branding. You can access the Portal Branding ...
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If you wish to have a central location for your clients to log into the portal from your company’s website, there are a few different ways to obtain a link. 1. The link can be accessed from the Global or Plan level dashboard by selecting the menu...
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Only Master Admin Users or Designated Admins can assign admins to plans for various modules. Individual Plan Update Admins and responsibility fields may be updated on the Edit Plan screen of individual plans, by selecting the name from the dr...
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Rolling Forward Users for an Individual Plan Select the Portal Module of the desired plan. Click the Menu icon (three vertical dots) on the right-hand side of the screen. Choose 'Bring Forward Compliance Portal Users' from the menu. ...
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If you would like to invite users to the portal, you first must add a portal user under the Work with Signers/Portal Users link from the "Form 5500 - Year" screen. Once the portal user is added, you should have links available on the "Form 5500 ...
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Portal Correspondence was designed to assist you in sending out notification to your customers that they will need to sign up on the IREG website for "Signing Credentials." This option is only available if you have selected to "Specify a Serv...
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Each plan will have a default letter set up that was drafted by ftwilliam.com, which is located in the "Admin Menu" by clicking on "SAR/AFN/8955 - SSA Defaults." To modify the client letter, you have two options: Single Plan: For a single plan,...
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You can easily upload your data into the 2009-present Comprehensive PBGC Forms, instead of manually typing in your data one plan at a time. The upload feature will allow you to upload data one plan at a time (see Single Plan Upload below), or if you...