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Last Updated: 03/19/2026
in Documents User Guide
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Last Updated: 03/19/2026
in Documents User Guide
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When using the "Add Plan" feature, the defaults you have selected in the ZZZ-Default Plan for a particular checklist can be automatically populated. In addition, any checklist that is converted from a Misc. (1099, 5500, or Compliance) checklist to...
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Last Updated: 03/19/2026
in Documents User Guide
Edit Plan The Edit Plan screen is the home page for each plan and enables you to access each available module for the plan, such as Admin, 5500s, Portal, etc., as well as edit data about the plan itself. In the top left, you will see the basic i...
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The Edit Plan page is where you can update plan specific data. In the top left, you will see basic information about the plan, including: Company Name Plan Name Checklist type Employer Identification Number, Plan Number, and Plan Year En...
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Last Updated: 03/19/2026
in Documents User Guide
The Plan Document software helps you draft Plan Documents and other supporting documents as you complete the online Checklist found on the Edit Plan screen. Some of the data entered within the Checklist automatically populates sections of IRS Form...
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To access the plan document module, you will need to have a plan on your account that is on a document checklist. To have a plan in place, you will first need to have a company. There are a couple of ways you can add each. 1. From the Home page,...
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Our Post Year-End Compliance Amendment provides support with certain nondiscrimination testing corrections that can be made retroactively. This includes addressing failures under IRC Section § 1.401(a)(4) or § 410(b) by utilizing the corrective am...
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The ftwPro Amend add-on feature streamlines the process of employer discretionary plan amendments by allowing you to track changes seamlessly. As you make updates to your Plan Checklist, the tool automatically generates a Consent, Amendment, and S...
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IRS Required Amendments - are updates mandated by the IRS to ensure compliance with current regulations. Our pre-approved documents will include a tack-on amendment, while any new documents generated after the release of an IRS required amendmen...