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Last Updated: 06/26/2025
in DC Compliance Help Center
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You may change the Document Checklist Type for a plan using the Convert Plan function in the Plan Menu in the top right. You can change between different retirement checklist types, or between welfare checklist types, but if you need to convert ...
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Adding New Companies and Plans Each file upload requires identifying information for the plan or company you would like to create through the file upload. To add companies or plans to ftwilliam.com, you must include the value CompanyName. If you...
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Last Updated: 09/12/2024
in 5500 User Guide FAQ's What is 55Autofill*? 55Autofill* allows you to download all of the prior year's Form 5500 data from the DOL database into the current year's 5500 forms by entering the plan sponsor's EIN number. Where does the information come from that is used ...
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Last Updated: 10/22/2024
in Documents User Guide
Select year end to print. First, select the plan year end you want to work with under the 'Edit Printing Parameters' box. Click "Select Date" to select/update the plan year end shown. Work Flow By clicking on "Work Flow", the user will see...
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Last Updated: 10/22/2024
in Documents User Guide
The Batch Carryover Amendment allows users to quickly create the Carryover/Election Amendment for Cafeteria and Premium Only Plans (POP). Once the batch is created, users are able to print the Amendment (includes the Consent, SMM and Amendment), ...
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Last Updated: 10/22/2024
in Documents User Guide
The Welfare SBC email text is currently only used for portal subscribers. The Welfare SBC batch currently does not allow printing a cover letter. The cover letter language can be used as a model if it is helpful but the system will not generate co...
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Last Updated: 08/16/2024
in Documents User Guide Clicking Create Custom Checklist Edit Checks will take you to the Custom Edit Check Dashboard. Here you can view all system and custom edit checks. To help you view only the edit checks applicable your current needs, we have added filtering and so...
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After you click on "Go" under "IRS Forms" from the 'Edit/Print Menu' page you will be taken to the 'IRS Forms' page shown at right. Note the forms and materials you have access to on the IRS Forms page will depend upon your subscripti...
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Click on the type of EPCRS filing you want to complete (streamlined or full) then click on the name of the form you wish to edit and the form will open in a screen where you can enter and edit information (full filing shown at right). There i...