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Closing out the Previous Year Make sure the old year is clean & complete on the testing side. Whether this was the first year on the system or not, before closing out the year you should make sure that the data is correct since it will provide a b...
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The total company contribution shall be allocated to each Participant such that the equivalent benefit accrual rate (EBAR or EAR) for each Participant is identical. The actual calculation is that a participant will receive an allocation based on the...
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If you are not subscribed to the ftw Plan Document module: If you have an existing plan designated as a "Misc" plan type, you have what you need. If the plan does not already exist, add a Misc plan type. In either case, you will be filling ...
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What are data-based notifications? Data-based notifications are used to notify you any time data changes within the distribution record. The most common data-based notification is a status change. By default, the software will come with some data-...
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Enter the specifications for each proposal. If only two options are to be presented under the 'General Information' box, the responses to the third option will be inactivated. You may import specifications from either the Plan Document System (...
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To change your password, go to the Profile page by clicking the down arrow next to the username button and clicking Profile in the popup menu. Next, enter a new password in the Set Password box and click the Save Changes button in that bo...
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For the first year that the plan is using the ftwilliam.com Compliance Module, the system assumes that prior year data, such as ownership, family attribution, hours and compensation, were the same as the current year. You may need to add additional ...
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This screen allows you to select a single participant and view all transactions associated with that participant, either pending transactions, posted transactions, or all.
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All transaction batches need to be posted for the data to feed to the financial reports, participant statements, and other software calculations. You can select the date range for statements and reports at the top of the Transactions /Statements scr...