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- How to Manually Enter Payer Data
- How to Batch Import Payer Taxpayer Identification Numbers (TINs)
- How to manually enter payee/participant data
- How to batch import payee/participant data
- Edit Checking
- Form 945
- Preparing a 945 batch - ftwPro 945Wiz
- Accessing and Preparing 1099 Module Forms for Printing
- Printing Form 1096
- Printing Copies of Form 1099
- ftwilliam.com's fulfillment service
- ftwilliam.com's state fulfillment service
- 1099 State Help: SmartCharts and technical documents
- Checking on your fulfillment - Completion Dates
- Preparing a .txt file for the FIRE website
- Corrections for batch submitted forms
- Correction for Payer TIN
- Copying Data From a Prior Year
- Rolling over data from a prior year
- A list of Foreign County Codes
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- Add Forms and Schedules
- Adding Summary Annual Report or Annual Funding Notice
- Enter Information on a Form 5500 schedule
- Saving Changes
- Consulting Official DOL Instructions
- Edit Checks
- Print All FINAL Schedules (Print Options)
- Upload and Download Center
- Deleting a Form 5500 Schedule
- Deleting an Attachment
- Inviting Portal Users to the Portal to Edit, Review and/or Upload Attachments
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- Global Email Settings
- Email/Server Settings
- Portal Email Default Templates
- Portal Branding
- Portal Correspondence
- Go to 5500 Forms.
- Work with Signers/Portal Users
- 5500 > [Year] Screen
- Batch/Workflow
- Bring forward (prior year) data to (current year) for all plans
- Bring forward (prior year) signers to (current year) for all plans
- 5500 Workflow Grid; Batch Invite 5500/SF; Admin Summary Status
- Batch SAR and Batch Annual Funding Notice
- How To Complete Batch Local Sign
- Batch 5558
- Batch Lock 5500
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- Completing an 8955-SSA
- How to Create and Submit an 8955-SSA Batch
- Uploading Data to 8955-SSA - Batch (for multiple plans)
- 8955-SSA Batch Features
- How to Set Up and Allow for E-Filing of Form 8955-SSA by a Portal User
- How to Amend the Form 8955-SSA
- Printing
- Fulfillment
- Portal E-File
- Download FIRE Files
- How to Set Up the Client Letter for Form 8955-SSA
- How to Use the Most Current Form 8955-SSA for Prior Years
- How to Mask SSNs on the Form 8955-SSA and Participant Statements
- Participant Statements
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- FTW Step 2: Establish the Conversion Year & Date
- FTW Step 3: Populate Plan Specifications in the Conversion Year
- FTW Step 4: Verify the Primary Grid in the Conversion Year
- FTW Step 5: Conversion Data for the Conversion Year
- FTW Step 6: Additional Conversion Data & Compensation History
- FTW Step 7: Run Scrub for Conversion Year
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- 10.1. Use of the system for the first testing year
- 10.2. Use of ftwilliam.com Compliance system after the first year the plan is on the system
- 10.3. Eligibility History
- 10.4. Recalculate Initial Eligibility
- 10.5. Plan Aggregation
- 10.6. Aggregation of non-ftw plan with ftw plans
- 10.7. Disaggregation
- 10.8. HCE Determinations
- 10.9. Top Heavy
- 10.10. Compensation - Including Calculations for Self Employed Individuals
- 10.11. Overrides
- 10.12. Excluding a Class of Employees
- 10.13. Vesting
- 10.14. Age Weighted Allocations
- 10.15. JH Rate of Return
- 10.16. Davis Bacon
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- Setting up Global Email Settings
- Setting Up Global Email Settings for Divisions
- How to Test the Global Email Settings for 'Specify a Server'
- How to Test the Global Email Settings for 'Preparer's Email Program'
- What SMTP Server Error Messages Mean
- How to Edit or Clone Default Email Templates and Reminders
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- How to Send Documents to the Portal That Were Prepared in ftwilliam.com
- How to Publish a Document to the Portal for E-Signature That Does Not Originate in the FTW Software
- Description of the Client's E-signing Experience
- Sending and Receiving Direct Messages
- Saving Copies of Sent or Received Messages and Communications
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- How Do I Access the Portal?
- How Do I Log into the Portal?
- How Do I Reset My Password?
- How Do I Change My Password?
- How Do I Change My Challenge Questions?
- How Do I Change My Name, Email or Demographics?
- How Do I Find Help on the Portal?
- How Do I View the 5500 / SAR / AFN for My Plan?
- How Do I Sign the 5500?
- How Do I Sign the 5500 Using a Prior Year User ID and PIN?
- How Do I Check the Status of the 5500?
- How Do I Complete the 5500?
- How Do I Add Attachments to the 5500?
- How Do I View a Message I Received?
- How Do I Send a Message?
- How Do I View a Document?
- How Do I Sign a Document?
- How Do I See Who Signed a Document?
- How Do I Download the Annual Questionnaire?
- How Do I Upload the Annual Questionnaire?
- How Do I Download the Census Worksheet?
- How Do I Upload the Census Worksheet?
- How Do I Complete the Online Annual Questionnaire?
- How Do I Download the Online Annual Questionnaire?
- How Do I Mark a Task as Complete?
Updated Articles
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3.4. Deleting a Loan
Last Updated: 12/04/2024 in DC Compliance Compliance Loan User Guide Part 3: Servicing Loans and Loan ReportsClick the 'Global Loans Report' link. Select the loan from the 'Defaulted Loans' drop down box and click the 'Delete' button. Note that you will need to un-post and delete any transaction batches associated with the loan from the Transaction menu. ... -
3.3. Offsetting a Defaulted Loan
Last Updated: 12/04/2024 in DC Compliance Compliance Loan User Guide Part 3: Servicing Loans and Loan ReportsClick the 'Global Loans Report' link. Select the loan from the 'Defaulted Loans' drop down box and click the 'Select' button. Click the 'Default Loan' link. You'll see a screen where you can adjust the offset date, which populates with the date of t... -
3.2. Defaulting a Loan (Deemed Distribution).
Last Updated: 12/04/2024 in DC Compliance Compliance Loan User Guide Part 3: Servicing Loans and Loan ReportsClick the 'Global Loans Report' link. Select the loan from the 'Active Loans' drop down box and click the 'Select' button. Click the 'Default Loan' link. You'll see a screen where you can adjust the default date, which populates with a date based on... -
3.1. Posting Loan Repayments.
Last Updated: 12/04/2024 in DC Compliance Compliance Loan User Guide Part 3: Servicing Loans and Loan ReportsOn the main loans screen you will see details of loan repayments due. There are options at the top of the screen on which loans you see and the date range of repayments that you see - you can select to see repayments due in the next 7, 15, 30, 45, 6... -
Part 3: Servicing Loans and Loan Reports
Last Updated: 12/04/2024 in DC Compliance Compliance Loan User Guide Part 3: Servicing Loans and Loan ReportsSelect ‘Transactions’ then ‘Loans’ from the Compliance Menu to get to the main loan screen. -
2.2. Print Paperwork and Post Transactions
Last Updated: 12/04/2024 in DC Compliance Compliance Loan User Guide Part 2: Create a New Loan in the Loan Module.Click the 'Print Loan Documents and Post Transactions' link to see the following options: Print loan paperwork - there's an amortization schedule available in Microsoft Word or Excel and a promissory note available in Word; or you can produce the ... -
2.1. Create a new participant loan
Last Updated: 12/04/2024 in DC Compliance Compliance Loan User Guide Part 2: Create a New Loan in the Loan Module.Select ‘Transactions’ then ‘Loans’ from the Compliance Menu, then click ‘Add New Loan’ and either select a pending loan or click ‘Add New’. If adding a new loan you will see a list of participants in a drop-down box; select the participant for whom... -
Part 2: Create a New Loan in the Loan Module.
Last Updated: 12/04/2024 in DC Compliance Compliance Loan User Guide Part 2: Create a New Loan in the Loan Module.All of the first links shown are from the Plan Compliance Menu, the homepage for the compliance software, at the top right of the home screen. Note that the loan module is separate from the Transactions/Statement Menu until you post loans, payments... -
1.2. Loan Module Setup - Investment Accounts.
Click the ‘Work with Investment Accounts link. On the Inv Account Setup screen, add a loan fund as an investment option. Suggested Account ID is 'Loan', 'Account Name' and 'Account Description' can both be 'Loan Fund'. Whatever you enter as the ac... -
1.1. Loan Module Setup - Sources
You first need to add a loan fund as an investment account. Select: ' Plan Specifications', then Edit' . Click the ‘Work with Sources/Investment Accounts’ link. Select 'Yes' for 'Use Investment Accounts to track Participant balances'. You should se...
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