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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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Cycle 3 Restatement
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FTW Step 12: Year-End Processing & Compliance Testing
Last Updated: 10/30/2024 in DB Compliance User Guide Detailed Step-by-Step Process REPLICATION YEAR & ONGOING YEARS (Steps 8 - 12)Prior to running compliance tests: For EOY valuations: Be sure data for the DB plan through year-end is already current. This should already include combo plan data from a DC plan per the last section of Step 10 above. If it was not added pr... -
FTW Step 11: Valuation Liabilities for Replication / First Year Valuation
Last Updated: 10/30/2024 in DB Compliance User Guide Detailed Step-by-Step Process REPLICATION YEAR & ONGOING YEARS (Steps 8 - 12)Scrub task parameters – The override parameters should reset each year to 'No' and this is generally what you want for ongoing processing after the conversion year. There are times when you may want to override calculations in years after convers... -
FTW Step 10: Census Data for Replication Year & ongoing years
Last Updated: 10/30/2024 in DB Compliance User Guide Detailed Step-by-Step Process REPLICATION YEAR & ONGOING YEARS (Steps 8 - 12)Primary Grid for census data – In the Census tab, verify that the Primary Grid is set to * ftw DB Census Collection (ce207db) . This will automatically update from the conversion year if you used the standard conversion grid in the prior year. I... -
FTW Step 9: Set Actuarial Assumptions
Last Updated: 10/30/2024 in DB Compliance User Guide Detailed Step-by-Step Process REPLICATION YEAR & ONGOING YEARS (Steps 8 - 12)Valuation methods & assumptions – Complete the 'Specifications > Actuarial Methods & Assumptions' sections. Other than segment rates that are determined automatically each year, the assumptions will carry-forward from year-to-year unless you make... -
FTW Step 8: Add next Plan Year
Last Updated: 10/30/2024 in DB Compliance User Guide Detailed Step-by-Step Process REPLICATION YEAR & ONGOING YEARS (Steps 8 - 12)Add Year End - In the top-right corner of the DB Compliance screen, click the drop down for Year End and select Add Year End. This will create a plan year following the Conversion Year. For an ongoing plan , this year will be for the purpose ... -
FTW Step 7: Run Scrub for Conversion Year
Last Updated: 10/30/2024 in DB Compliance User Guide Detailed Step-by-Step Process CONVERSION YEAR (Steps 2 - 7)Click on the 'DB Compliance Tasks' tab Data overrides – The conversion process assumes certain pre-calculated data exists. The overrides shown below are automatically set to Yes to bypass calculations and rely on the data provided. You can see t... -
FTW Step 6: Additional Conversion Data & Compensation History
Last Updated: 10/30/2024 in DB Compliance User Guide Detailed Step-by-Step Process CONVERSION YEAR (Steps 2 - 7)Add compensation history Compensation history is essential for the following reasons: Determining the correct IRC 415 final average compensation for highly compensated individuals for both CB and DB plans, and Determining final average compe...
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