-
If the plan document provides for excluding a particular class of employee you can follow the steps below to code your census: From the Compliance Menu click “Plan Specifications”. Expand the Eligibility section and under “Exclusions - Other” sele...
-
Global Email Settings can be accessed by selecting the Wolters Kluwer logo , then navigating to Administrative Tasks > Portal/Workflow > Global Email Settings . Only users with the role of Master Admin User or Designated Admin have permiss...
-
Set ADP/ACP Testing Parameters Clicking on ADP/ACP Test from the Tasks page will expand the ADP/ACP Parameters. Here you can enter details about how ADP/ACP Testing should be handled in the plan. This is also where prior year testing data can be ...
-
From the "Home" screen, select a Company or Plan to access the "Edit Company" screen, purchased modules, or the "Edit Plan" screen. First-time users will need to add a Company and Plan before proceeding. The available plan types depend on the sub...
-
In order to work with any form or schedule, you must first add the form to the 5500 - Year box. There are a few ways to get started: Manual Entry. Click on the appropriate form in the "Add Schedules" box. Once a form/schedule has been sele...
-
The following guide will walk through how to batch import 8955 forms to multiple plans. Please Note: to use this feature plans must already exist in the software. Step 1: Create a New 8955-SSA Batch From the Batches screen, click the...
-
Users can download files from ftwilliam.com for upload into the FIRE system . Note that for 8955-SSA forms each filing is uploaded separately - that is not the case for 1099s as user can upload the .txt files in a batch. Before users are able to...
-
On the "Edit Plan" screen, the "Show History" link is a useful feature located below the "Plan Menu" near the upper-right corner of the screen, as highlighted in the image below. Clicking on the "Show History" link opens the "History" screen, ...
-
The Plan Search box allows quick searches for a Company or Plan using one or a combination of: Company Name Plan Name Company ID Plan ID Partial matches are supported, so typing the first few unique characters of a name will display all ...
-
When the user is on the "1099-X - Year" screen, the user would click on "Add Payee" button within the "Edit Payees" box. The user will receive a prompt to enter a Payee's First Name and Last Name. Then, the user will click "Add Participant", the...