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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 of the first links shown are from the Plan Compliance Menu, the homepage for the compliance software, at the top right of the home screen. Prior to working in the loan module, you should set-up loan distribution hierarchies for sources and inve...
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Click the 'Print Loan Documents and Post Transactions' link to see the following options: Print loan paperwork - there's an amortization schedule available in Microsoft Word or Excel and a promissory note available in Word; or you can produce the ...
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In the Transaction Menu, on the Beginning Balances batch, add the amounts noted in the Loan Fund by source as beginning balances.
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If the message you are looking for is one you have not viewed yet, it will show up in your 'Unread Messages' list on the right side of your home page. If the message has not been viewed yet and your plan administrator has added it to your ToDo l...
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If you subscribe to ftwPortal Pro, but not the Compliance Software, you are able to go to the Admin Menu > Portal Settings to click on 'Default Online Annual Questionnaire' to edit the global default Online Annual Questionnaire. This default will ...
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To set up Portal Branding, you have to be the Master Admin User or a Designated Admin. If you have these designations, you can access the Portal Branding via the Wolters Kluwer Logo>Administrative Tasks>Portal / Workflow> Portal Branding: Po...
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To set up Global Emails Settings by Division, you have to be the Master Admin User or a Designated Admin. If you have these designations, the Global Email Settings may be accessed by selecting the Wolters Kluwer Logo, selecting Administrative Tas...