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Click the 'Global Loans Report' link. Select the loan from the 'Defaulted Loans' drop down box and click the 'Select' button. Click the 'Default Loan' link. You'll see a screen where you can adjust the offset date, which populates with the date of t...
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On the main loans screen you will see details of loan repayments due. There are options at the top of the screen on which loans you see and the date range of repayments that you see - you can select to see repayments due in the next 7, 15, 30, 45, 6...
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Last Updated: 06/26/2025
in DC Compliance Help Center
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Last Updated: 08/16/2024
in Documents User Guide PPA versions of the defined contribution documents are now available on the ftwilliam.com system. There may still be times when you would need to add an EGTRRA version of these documents. This guide walks you through how to set up a new EGTRRA docu...
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After locating the Plan, click on the name of the plan. A list of available modules will appear under the plan name. To access the Compliance Software, click the “Compliance” button under the plan name. ...
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See How Do I Sign the 5500? to see how access the 5500 signing page and start the signing process. When you reach step 3 of the signing process, click the 'Use prior year ID and PIN' link above the user ID field. Note that the option to use a p...
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Here is an example of the format needed to print the client package via ftwLink. [Key ID] 1234 3456 Q ClientPackage 2024-12-31 docx ...
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Last Updated: 08/16/2024
in Documents User Guide In the Plan Document module screen, you can print all the relevant forms and documents for the selected plan type. Plan Documents Note: Documents and forms may not generate correctly if the status for any section is "NOT-OK" or "???". If the s...