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You may change the Document Checklist Type for a plan using the Convert Plan function in the Plan Menu in the top right. You can change between different retirement checklist types, or between welfare checklist types, but if you need to convert ...
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Last Updated: 12/19/2024
in Documents User Guide
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Last Updated: 12/19/2024
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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On the "Edit Plan" screen, the "Show History" link is a useful feature located below the "Plan Menu" near the upper-right corner of the screen, as highlighted in the image below. Clicking on the "Show History" link opens the "History" screen, ...
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Once users have completed any necessary updates to the "Edit Company" screen, an existing plan may be selected from the dropdown menu below the company name or a new plan may either be added via the "Add Plan" link from within the "Company Menu" b...
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The Plan Search box allows quick searches for a Company or Plan using one or a combination of: Company Name Plan Name Company ID Plan ID Partial matches are supported, so typing the first few unique characters of a name will display all ...
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You will need the company code, username and password you received when you signed up for the ftwilliam.com system. General ftwilliam.com website features available after log-in: Wolters Kluwer Drop-Down Logo. It provides the following optio...
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After log-in, users will be taken to the "Home" page where users can: View a list of all company and plans associated with the account Add Company Add Plan Search for a Company and/or Plan Access various Batch services Access ftwPortal Pro ...
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Checklist Item
Description of Change Made
Notes on "Mapping" or Defaults
Section A: General Information
General
A.3a
IRS now requires plan effective date to be no earlier ...
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If any of the profit sharing options provide for New Comparability, enter the allocations each group should receive. ...