-
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,...
-
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...
-
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...
-
Last Updated: 10/29/2024
in DC Compliance
-
Last Updated: 06/26/2025
in DC Compliance User Guide
-
Portal Files
-
Click “Global Participant Search” from the Compliance Menu under “Tools/Settings”. The Global Participant Search enables a user to search for a participant across all companies and plans within a user’s company code. Then, with the click of a b...
-
Once you are in the “Specifications” you’ll notice that the first three questions address initiation and portal access. In the first question, “Who can initiate a Distribution”, you should choose the option that best fits your process. Some users w...
-
If you need to delete distribution records in batch, simply select the records that you want to delete on the dashboard and then use the “Delete Distributions” button in the “Do With Selected” tool to remove them. Please note, if your record was ...
-
Select the asset custodian and enter the financial data import ID code, if applicable. Click the “Work with Sources/Inv Accounts” link. Make sure all the sources in the plan are displayed; if there are some missing, click the “Add Default Sourc...