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Once your data is entered, you may perform edit checks on the data for each IRS form. The purpose of these edit checks is to look for missing and/or inconsistent data. These edit checks are NOT intended to check for the accuracy, correctness or com...
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All plans on ftwilliam.com are associated with a checklist type of one of the following depending on the document packages you have purchased. Retirement Plan Documents: Prototype Non-Standard 401(k) - PPA Prototype Non-Standard 401(k) (An...
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Last Updated: 08/16/2024
in Documents User Guide
The Show History screen enables you to review all modifications made to plan documents, displaying which user made the changes, when and what changes the user made. Designated Administrative users can also revert changes made to plan document chec...
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Last Updated: 08/16/2024
in Documents User Guide The Batch feature permits you to print PPA Restatements, Annual Notices, Summary of Benefits and Coverage (SBCs) and Carryover Amendments for all of your clients in a few easy steps. Note: This feature is only available to Annual Document Subscrib...
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Last Updated: 08/16/2024
in Documents User Guide
Edit Checks Overview The document software uses edit checks to help ensure all applicable information is entered in the checklist correctly and to help catch errors. In addition to the edit checks ftwilliam.com has embedded in the software, you c...
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Last Updated: 08/16/2024
in Documents User Guide Master and Designated Admin users can control each user's permission for each document type: Retirement, Non-Qualified, and Welfare. For each document type, users can permissions to Edit, View only, or None. Master and designated Admin users have ad...
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A variety of links are provided in the 'Other IRS Forms'box. All forms must be modified and saved to your computer: Miscellaneous Plan Forms - includes W-4P Withholding Certificate for Pension or Annuity Payments, 5329 Additional Taxes on Qualified ...
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To select a State(s) for a batch that has not been submitted for E-File and/or Fulfillment, the user would navigate into the batch to click on "Select States for E-File" in the Batch Options box. Once the user clicks on "Select States for E-Fil...