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Last Updated: 12/17/2025
in Documents User Guide DocPrint
Before printing your desired documents, you have the option to customize the file names via the Edit Filenames under the "Batch Options" menu. Level 1 applies to the folder that is downloaded from DocPrint. This will contain plan folders and fi...
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Last Updated: 12/17/2025
in Documents User Guide DocPrint
Customers that also subscribe to ftwPortal Pro can choose to deliver documents/forms using the "Publish" option at the top of the Batch Menu. You can also select plans from your list to that you want to publish. Select your plans, then click ...
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Last Updated: 12/17/2025
in Documents User Guide DocPrint
With the "Batch Edit Grid" link you can update plan parameters for multiple plans on the same on the checklist. To edit plan parameters - click on the "Batch Edit Plan Grid" link located under the "Batch Options" menu. From the "Grid View" ...
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Scrub/Eligibility Parameters Click on the Scrub/Eligibility row to expand and view the parameters here. Within this section are the global eligibility overrides, HCE/Key overrides and limit overrides. Scrub/Eligibility Results When the Run ...
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Participant Menu From the Census screen, you can access the individual participant's data by selecting their name from the Participant Record dropdown or by clicking their name below the census grid in the "Active/Inactive Employees not on curren...
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Last Updated: 12/09/2025
in DC Compliance User Guide
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Last Updated: 12/09/2025
in 1099 User Guide
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At the top-left of the 1099-X Plan Year screen, you'll find the Edit Payer Data box. Clicking Edit Payer opens the Payer Data screen, where you can edit or update payer information.
Most fields will be pre-populated from the Ed...
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Last Updated: 12/09/2025
in 1099 User Guide
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Form
What To Report
Amounts To Report
To IRS
To Recipient
1099-DIV
Dividends (including capital gain and exempt-interest dividends) and other stock distributions, including liquidations.
$10 or more; $600 or mo...