Updated Articles

  1. QS Part 4: Compliance Menu – Tasks

  2. QS Part 3: Compliance Menu - Census

  3. QS Part 3: Compliance Menu - Census

    From the Compliance Menu at the top right of your screen, hover over “Census” and select “Edit” or use the side tab. This screen shows the primary census grid so you can see any census data already uploaded. Also, above the grid, is the name of th...
  4. 2.3. Eligibility, Contribution, Vesting and Distribution

    Review plan specifications and make sure they are in line with the plan document Q.S. Tip: If you use ftwilliam.com plan documents most fields will be populated and you will need only to review and make minor modifications; otherwise code p...
  5. 2.2. General Plan Features

    Make sure all date fields are populated and in the correct numeric format using the calendar in the box. If you want to use employee number, rather than social security number as the unique participant identifier, you should indicate here under ...
  6. 2.1. Sources & Investment Accounts

    Select the asset custodian and enter the financial data import ID code, if applicable. Click the “Work with Sources/Inv Accounts” link. Make sure all the sources in the plan are displayed; if there are some missing, click the “Add Default Sourc...
  7. QS Part 1: Log-in and Access Compliance Module

    Like all the ftwilliam.com software modules, you will access the Compliance Module by selecting a plan. Or add a new company and plan. Once you have selected the plan you will be on the Edit Plan screen; click the “Compliance” button in the Plan M...
  8. Completing Form 8955-SSA, Uploads, Batch Features

  9. How to Set Up and Allow for E-Filing of Form 8955-SSA by a Portal User

      Allow 8955-SSA E-File: If "Yes" is selected within the Edit Portal User Screen AND the 8955-SSA has an "OK" status, the user will have the ability to electronically file the 8955-SSA to the IRS. When the portal user clicks on "E-File 8955-SSA" ...
  10. 5330 FAQs

    Table of Contents Q1: What are the differences between subscription access? (5500 only vs 5330 add on) Q2: Do I need the 5500 module to access 5330 e-filing? Q3: What is the purpose of the additional pages for the Schedule C P4...