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Last Updated: 10/15/2026
in 5500 User Guide
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Batching Form 5558 enables efficient processing by grouping selected plans into a single batch. This approach streamlines submission and printing, saving time and ensuring consistency across multiple filings.
The following walks through the...
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Last Updated: 10/13/2026
in Compliance DB Proposal
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: 10/13/2026
in Compliance DB Compliance
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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Last Updated: 10/08/2026
in 5500 User Guide
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If you’ve used the fulfillment service and later discover an error in a submitted plan, follow the steps below to create an amended batch and make corrections. Step 1: Create a New Batch Navigate to the Batches/Fulfillment screen. Select Cr...
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Last Updated: 10/08/2026
in 1099 User Guide
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Last Updated: 10/06/2026
in Compliance DC Compliance
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From the Compliance Menu, hover over “Tools/Settings”>“Print Setting”, then press either “Plan Level” or “Global”. The “Global” settings can also be accessed from the top of the “Select Printing Parameters” page by clicking on the link “Global Pri...
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Last Updated: 10/06/2026
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...