Updated Articles

  1. QS Part 7: Compliance Menu – Tools/Settings

    Last Updated: 06/26/2025 in DC Compliance Quick Start Guide QS Part 7: Compliance Menu – Tools/Settings
    The following options are available under Tools/Settings: Clone – this option allows you to clone a plan and copy it into another plan; you can just copy plan specifications, or both plan specifications and participant census data. You would fir...

  2. QS Part 7: Compliance Menu – Tools/Settings

    Last Updated: 06/26/2025 in DC Compliance Quick Start Guide

  3. Part 4: Conversion Loans

    Last Updated: 06/26/2025 in DC Compliance Loan User Guide

  4. Part 3: Servicing Loans and Loan Reports

    Last Updated: 06/26/2025 in DC Compliance Loan User Guide

  5. Part 2: Create a New Loan in the Loan Module.

    Last Updated: 06/26/2025 in DC Compliance Loan User Guide

  6. Part 1: Loan Module Set-up

    Last Updated: 06/26/2025 in DC Compliance Loan User Guide

  7. Introduction

    Last Updated: 06/26/2025 in DC Compliance Quick Start Guide

  8. Compliance Quick Start Guide

    Last Updated: 06/26/2025 in DC Compliance Quick Start Guide Introduction
    This guide is intended to give a quick tour of how the ftwilliam.com Compliance Module works. Many features of the software are not discussed in this guide but are explained in the Compliance Module User Guide. You can access the full User Guide b...

  9. Part 6: Tasks

    Last Updated: 06/26/2025 in DC Compliance User Guide

  10. General Training 2

    Last Updated: 06/26/2025 in DC Compliance Help Center General Training Videos
    This video covers the tasks within the compliance module including scrub/eligibility, calculating employer contributions and testing ...
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