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Below are the steps to assist you in transferring plan document checklists to or from another service provider (i.e. prior TPA) that also uses the FTW document software. Please note , the user must have Admin level rights on their account to ...
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DC Compliance (Company A & Company B) Company A can download an export ZIP file from the compliance module for each plan. However, these files are specific to the original company code and plan, and cannot be directly imported into your system. ...
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Overview
Each user on the ftwilliam.com system has a profile, which stores a variety of information, including login credentials, contact details, and module permissions. From the Edit Users screen, a profile can be updated by the Maste...
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Prior to printing your Annual Notices and supporting documents/forms, it is recommended to first run the edit checks before printing. To run the edit checks for all plans in your batch, go to the top of the batch screen and click on the symbol n...
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Last Updated: 10/23/2025
in Documents User Guide
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ACA Batch Frequently Asked Questions (FAQs)
Q1: What does ftwilliam.com's fulfillment service include for ACA?
Q1a: What States will ftwilliam.com offer for E-File?
Q1b: What is the cost to use ftwilliam.com's services?...
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2024 Instructions for Forms 1094-B and 1095-B
View Official IRS Instructions
Table of Contents
Future Developments
What's New
Additional Information
General Instructions for Forms 1094-B and 1095-B
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2024 Instructions for Forms 1094-C and 1095-C
View Official IRS Instructions
Table of Contents
Future Developments
What's New
Additional Information
General Instructions for Forms 1094-C and 1095-C
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Last Updated: 10/16/2025
in Documents User Guide
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Instructions for Form 945-A (Rev. December 2025)
Use with the December 2025 revision of Form 945-A Annual Record of Federal Tax Liability
View Official IRS Instructions
Table of Contents
Future Developme...