Popular Articles

  1. 10.12. Excluding a Class of Employees

    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...
  2. Setting up Global Email Settings

    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...
  3. 6.4. ADP/ACP Test

    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 ...
  4. Edit Company

    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...
  5. Add Forms and Schedules

    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...
  6. Uploading Data to 8955-SSA - Batch (for multiple plans)

    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...
  7. Preparing a .txt file for the FIRE website

    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...
  8. Show History

    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, ...
  9. Plan Search / Filter

    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 ...
  10. How to manually enter payee/participant data

    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...