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Last Updated: 08/20/2026
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Last Updated: 08/20/2026
in DB Compliance User Guide
DB COMPLIANCE USER GUIDE
Training & Reference Guide for Conversion & Ongoing
Summary
Process
Detailed Step-by-Step Process
PLAN DOCUMENT INTEGRATION (Step 1)
FTW Step 1: ftw Plan...
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This guide explains how to upload both Page 1 and Page 2 (Participant) data for Form 8955‑SSA within the 5500 Module. Each section walks through the available upload options and what to expect along the way. NOTE: The Generic XML File Upl...
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Last Updated: 08/19/2026
in 5500 User Guide
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Last Updated: 08/18/2026
in Portal User Guide
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2025 Instructions for Schedule H (Form 5500)
Financial Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
Spec...
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Last Updated: 08/12/2026
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Last Updated: 08/12/2026
in DB/Combo Proposal User Guide
This guide is intended to give a quick tour of how the ftwilliam.com DB Proposal Module works. If you have additional questions, please contact support by clicking the drop-down box in the upper right corner of the software that displays your user...
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Last Updated: 08/06/2026
in Documents User Guide
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Make sure that all Master Plan and Adopting Employer plans have been added to your account. To add these plans, follow the same steps used to add any other plan to the system. You can add your companies and plans using the standard Add Company an...