QS Part 2: Compliance Menu - Plan Specifications

The first time in the module you land on the Plan Specifications page with the Sources & Investment accounts section expanded. After the first time you can go to the Plan Specifications from the Compliance Menu box at the top of the screen, hover ov...

Select the asset custodian and enter the financial data import ID code, if applicable. Click the “Work with Sources/Inv Accounts” link. Make sure all the sources in the plan are displayed; if there are some missing, click the “Add Default Sources...

Make sure all date fields are populated and in the correct numeric format using the calendar in the box. If you want to use employee number, rather than social security number as the unique participant identifier, you should indicate here under “E...

Review plan specifications and make sure they are in line with the plan document Q.S. Tip: If you use ftwilliam.com plan documents most fields will be populated and you will need only to review and make minor modifications; otherwise code pla...